Client Integration – Aexeo Onboarding Assistant Vice President
The Citco Group Limited
NS, Canada (Hybrid)
Job Description
About Citco
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.
For more information about Citco, please visit
About the Team & Business Line:
The role of an Client Integration Manager involves leading projects or elements of large engagements, including client integration, service delivery and sales support. The Manager is responsible for managing virtual teams that assist clients in integrating the Citco services into their environment, employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. The role involves dealing with the senior management of all the organizations that interact with Citco Fund Services. The ability to clearly communicate both verbally and written is essential. The Manager role is part of a global onboarding team and may be required to support multiple time zones during large project.
Responsibilities
Your Role:
Sales Preparation:
- Booking Sample Portfolios for Pitches
- Request for proposal/information assistance
- Direct source of information to Business Development on Vendors/Conversion/Interfaces
Project Manage / Functional Task Owner
Incoming file testing
- New Clients
- Existing Clients New Business
- Existing Clients New Asset Classes
- Migrations to New Vendor
Instruct/Extract
- Standard - Stakeholder/Business Analyst/Testing
- Custom - Extract File Development - Stakeholder/Business Analyst/Testing
- Migrations to New Vendor
Functional Data Migrations
- Internal Data Conversions
- External Data Conversions
- Internal System Migrations
Technology / Functional Task Owner
Responsible for System Set up and Coordination with Third Parties
Control Client User setup / Permissions
Responsible for Client Reporting Data Capture and Coordination with Third Parties
Client / Vendor Relationship Management
Engage with Existing Clients/Vendor on Efficiency Projects
- Operational Process Review - Stakeholder
- Operational Process Review - Stakeholder
Administrative Reporting
Tracking of projects, progress, status and deadlines
MIS Reporting
Finance
Stakeholder for Invoicing for Communications & Connectivity Charges
Management
Team Management
Pipeline/Project/Resourcing Management
Oversight, Recruitment, Training and Development
Qualifications
About You:
- Degree qualified in a business or Finance related disciple
- 2+ years of people and resource management experience
- 3+ years of client services within the asset management industry
- 5-6 years in the financial services industry
- Proven interest in the financial markets and hedge fund industry
- Proven Project Management Experience
- Proven Business Analysis Experience
- Working knowledge of Listed and OTC products
- Must be creative and innovative with a client focus
- Proficient in Microsoft Office applications
- A ‘team player’ who can work well within the function to deliver a quality service
- Project Manager Qualifications (Desirable)
Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection
Job Info
- Job Identification 19218
- Posting Date 09/25/2026, 10:45 PM
- Degree Level Bachelor's Degree
- Job Schedule Full time
- Job Shift Day
- Locations 5151 George Street, Halifax, NS, B3J 1M5, CA (Hybrid)
Reference: WJ-291_11500364