Client Services

The Citco group of companies (Citco) is a network of independent companies worldwide for over 70 years, all of which are leading providers of asset-servicing solutions to the global alternative investment industry. With $1.8+ trillion in AuA and operations across 36 countries with over 50 office locations.

For decades, industry publications have recognized our leadership in service and innovation. These accolades are a reflection of our drive to push ourselves and our industry forward.

With strategically positioned global offices, we offer opportunities for graduates and seasoned professionals to work across the world. Careers at Citco can span continents.

For more information about Citco, please visit

About the Team & Business Line

As a core business, Fund Administration is at the heart of Citco's operations, providing alternative asset and accounting services to clients. Our continuous investment in learning and technology solutions enables us to deliver a seamless client experience. We're now seeking a dynamic and experienced member to join our Corporate Secretarial - Client Services function, a critical component of our growing Fund Administration business.

This is a unique opportunity to be a part of a team across multiple regional countries, working closely with senior management and clients to drive growth and add value to our CoSec Client Services chain. As a core member of our Client Services Cosec team, be working with some of the industry's most accomplished professionals to deliver award-winning services for complex fund structures that our clients can depend upon.

Your Role

Leadership & Management

• Support management to develop and implement client service strategies into opportunities for current/prospective clients.
• Collaborate with other departments and act as the link from CoSec Services into the wider CRM model
• Foster a positive and collaborative team culture focused on exceptional client service.
  If applicable, manage staff members across multiple locations, ensuring business line stakeholders are adequately serviced for their respective clients – acting as escalation point where appropriate

Client Relationship

• Establish professional relationships with clients and other key internal/external parties as required.
• Drive the coordination of new client integrations and existing client launches
• Understand and communicate clients' requests with various Citco business functions, operational and support teams to promote effective internal communication
• Drive transparent communication with clients, negotiate service level agreements (SLA) and take ownership of the overall client relationship and service delivery for your portfolio
• Act as the Subject Matter Expert for local corporate and legal issues and you will monitor legal and regulatory changes
• Act as a director or manager or other officer of client entities and attend board meetings, where relevant
• Identify opportunities to expand existing relationship by cross-selling additional Citco products/services
• Support the Relationship Managers with regards to performance and financial targets
  Maintaining and advising our clients on proper maintenance of company's statutory books and records in compliance with laws and regulatory requirements in Australia

Service Delivery

• Performing a wide range of company secretarial works for our clients' Australian companies i.e. Singapore, Cayman Islands and British Virgin Islands, including company incorporation and annual filings;
• Convening and facilitating shareholders and board meetings, and guide the team to prepare all documents relating thereto and review;
• Handling ad hoc company secretarial related assignment;
• Providing guidance to the team members, when required.
• Monitor and manage client SLAs and operational deliverables
• Work closely with the Operations team to identify opportunities for process improvements and system development with the aim of minimizing operational risk and improving efficiencies
• Plan resources in line with business demands, seeking opportunities to implement efficiencies and grow the book of business.
• Review risk logs and support, co-ordinate and communicate incident resolution as necessary
• Participate and organize operational due diligence reviews and client visits
  Compile periodic board reports, Key Performance Indicators and scorecards for clients

About You

• You have a university degree in a relevant discipline.
• You bring 5+ years of related work experience in the financial services industry, preferably with fund administrators and/or investment companies.
• You have experience in an international environment and project management, demonstrating flexibility and the ability to manage multiple priorities in a fast-paced environment.
• You have general knowledge of the applicable statutory and regulatory requirements in the Alternatives Asset Management space and have worked with SPVs and/or Funds + SPV reporting requirements.
• You are fluent in English.
• You have demonstrated leadership experience coupled with superior communication skills.
• You are highly analytical with strong attributes in business processes, accounting, and allocation systems.
  You are proficient in Microsoft Office (especially Excel & PowerPoint) and Outlook.

Our Benefits

• Your wellbeing 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.

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