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About the Role
As a core member of our Banking team, you will work closely with external clients and internal stakeholders to minimize operational risks and ensure seamless delivery across banking services. You will be a commercially-minded relationship manager with strong banking/custody product knowledge, comfortable operating at the intersection of client service, sales, and operations.
Responsibilities
- Developing new business relationships and enhancing the profitability of the existing customer base.
- Proactively ensuring the delivery of clients’ Service Level Agreements and facilitating the prompt resolution of client issues.
- Developing and maintaining strong business relationships with clients.
- Carrying out Client Need Analysis for new and existing clients.
- Designing bespoke service solutions and resolving macro issues to ensure client needs are satisfied.
- Partnering with internal project managers on the delivery of project plans.
- Cross-selling bank products from various departments to existing and potential clients, including Finance, Asset Servicing, and Treasury and FX services.
- Actively participating in drafting Service Level Agreements with clients and coordinating with operations for implementation.
- Acting as a key team player to proactively drive the delivery of excellence in Service Level Agreements.
- Actively promoting and training clients in the use of our Online Trading and Banking Platforms.
- Monitoring trading, settlement, and transfer activity on client accounts.
- Actively monitoring clients’ cash positions for the banks overall liquidity levels.
- Reviewing clients’ portfolios and pricing at month end.
- Maintaining and updating client contact details in Citco’s systems.
- Assisting clients in opening cash and custody accounts and liaising with the KYC team for required documents.
- Coordinating with system developers and business analysts in providing client support, routine preventative maintenance, and continuing improvements of the business's custom-built and third-party vendor applications.
- Reporting important client issues weekly/monthly to Senior Management.
- Facilitating the prompt resolution of complex client issues and highlighting potential issue(s) to the client.
- Developing and maintaining strong Citco relationships within internal stakeholders.
- Reviewing and issuing client invoices.
- Coordinating client transition projects.
- Scheduling regular client visits.
Requirements
- Minimum of 5 years’ experience in a fast, deadline-driven environment.
- Custody experience is an asset.
- Solid understanding of Financial Markets/Hedge Fund Business.
- Proven track record of business development and revenue growth through cross-selling financial products (Finance, Asset Servicing, Treasury/FX).
- Experience drafting and managing Service Level Agreements (SLAs) with institutional clients.
- Familiarity with KYC/onboarding processes for cash and custody account opening.
- Experience with online trading/banking platforms and client training/adoption.
- Strong negotiation and persuasion skills, particularly around SLA terms and cross-selling conversations.
- Self-starter with strong initiative and ownership mentality — comfortable operating with autonomy.
- Collaborative, team-oriented mindset with willingness to mentor or support junior colleagues.
Skills
- Banking product knowledge
- Custody product knowledge
- Client service
- Sales
- Operations
- Relationship building
- Operational oversight
- Cash monitoring
- Pricing reviews
- Invoicing
- Negotiation
- Persuasion
- Mentoring
- Supporting junior colleagues
Location
- 50 office locations worldwide
Work Type
- Full-time
Experience Level
- Minimum of 5 years’ experience
Education Level
- Post-secondary degree in a related field (Finance, Business, Economics, or related field)
Salary/Compensations
- CAD 85,000 - CAD 120,000
Benefits
- Range of benefits
- Training and education support
- Flexible working arrangements
About the Company
- Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide.
- With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs.
- Citco Bank provides fully integrated transaction, deposit, foreign exchange and credit facilities to our Fund Services and Governance Services clients.
- Operating in strategic global centres Citco Bank provides access to best of breed process and technology.
Equal Opportunity
- We recognize diversity as a source of organizational pride and strength.
- We have made it a priority to reflect our nation’s evolving diversity in the people we hire, and the culture we create in our organization.
- Citco welcomes and encourages applications from people with disabilities.
- Accommodations are available upon request for candidates taking part in all aspects of the selection.