Relationship Management Coordinator

3 months ago

London, United Kingdom Citco Full time

Relationship Management Coordinator

London, UK

**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.

**About the Team & Business Line**:
Fund Administration is Citco’s core business, and our alternative asset and accounting service is one of the industry’s most respected. Our continuous investment in learning and technology solutions means our people are equipped to deliver a seamless client experience.

As a core member of our Global Relationship Manager (GRM) team, you will 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**:
The Global Relationship Manager (GRM) team at CITCO centralizes, coordinates and organizes the firm’s approach to client management. Through active planning and oversight, the team is responsible for meeting both financial and strategic goals for their portfolio of clients. The success of the group is dependent on its ability to identify and win new business, develop meaningful relationships with key client contacts, communicate CITCO strategy, assist clients and colleagues in creative problem solving, and keep management informed of important client activity.

The RM Coordinator will be tasked with:

- Coordinating internal and external meetings, taking notes, managing calendars
- Maintaining CRM records in our system (Dynamo) including: drafting call reports, updating contacts, managing pipeline status, monitoring financial reporting, etc.
- Participate in the preparation of Client Plans and Client Reviews
- Maintain and prepare various internal reporting, statistics, KPI reporting, etc.
- Assist in the preparation of ad hoc management reports and briefing memos
- Conducting client and market research
- Communicating key client updates across multiple lines of business and regions

**About You**:

- Experience in alternatives markets
- High level of motivation and desire to grow in a client-facing role
- Strong interpersonal skills and proven ability to work across functions/geographies
- Understanding of financial markets, alternative trading strategies, industry dynamics and behavioral drivers
- Proficient in Excel, PowerPoint, Word
- Creative problem solving skills and a solution based approach
- Ability to coordinate and manage stakeholders across a wide range of functional areas and competing priorities

**Our Benefits**

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 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.

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