At a Glance
- Tasks: Lead client relationships and ensure exceptional service for private equity clients.
- Company: Join Citco, a global leader in fund services with a collaborative culture.
- Benefits: Flexible working arrangements, training support, and a focus on well-being.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
- Why this job: Make a real impact by shaping service strategies and driving client success.
- Qualifications: 15+ years in private assets with strong leadership and client management skills.
The predicted salary is between 113400 - 138600 £ per year.
About Citco
Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With around $3 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 Executive Vice President in Client Services, you will provide senior leadership for a portfolio of private equity clients. You will own the client relationship at C-suite level, shape service strategy, oversee commercial performance and risk, and bring teams together to deliver a consistent, high-quality client experience. This is a role for an experienced leader who combines technical credibility, commercial judgement and a strong commitment to client partnership.
Responsibilities
- Client Relationship & Service Excellence
- Act as the primary senior point of contact for clients, building trusted relationships with C-suite stakeholders and key decision-makers.
- Establish and maintain a clear client communication framework, including regular health checks, service reviews and agreed escalation channels.
- Meet clients periodically to evaluate service quality, understand priorities and ensure the relationship view recorded in the CRM remains aligned with the client experience.
- Monitor client service level agreements, supported by meaningful management information and KPI reporting for internal and external stakeholders.
- Lead the resolution of complex client issues and provide clear, regular updates to senior management.
- Advise clients on industry matters and communicate relevant changes or enhancements to Citco products and services.
- Commercial Leadership & Growth
- Own client profitability, performing periodic analysis of revenue and cost, identifying trends and communicating findings to senior management.
- Drive revenue enhancement by identifying cross-selling opportunities across Citco products and services.
- Support sales initiatives and contribute to new revenue generation, including pitches and relationship development activity.
- Oversee accounts receivable for the client portfolio and support the timely collection of fees.
- Bring a commercial perspective to business planning, budgeting and margin analysis.
- Operational, Change & Risk Oversight
- Partner with Operations, Financial Statements, Tax and Investor Relations teams to coordinate delivery across the client lifecycle.
- Work with the integration team to establish and oversee plans for new client onboarding, setup and transition.
- Lead client-facing initiatives and change programmes, ensuring new services, processes or enhancements are implemented effectively.
- Maintain a clear view of client health and risk through the CRM and relevant reporting processes.
- Lead client risk management activity, including Client Risk Assessments where appropriate.
- Provide senior oversight of service trends, risks, priorities and key developments across the portfolio.
- People & Leadership
- Provide visible leadership across client service and partner teams, setting clear expectations for quality, accountability and collaboration.
- Lead, develop and support professionals involved in client delivery, creating an environment in which teams can perform effectively.
- Influence across functions and senior stakeholder groups to resolve issues, deliver change and support sustainable growth.
Qualifications
You are a commercially minded and collaborative senior leader who builds credibility with clients and colleagues. You are comfortable operating at C-suite level, making considered decisions and remaining close to the detail when a client or team needs support. You bring:
- 15+ years of private assets experience gained within a fund administrator, private equity fund or closely related environment.
- Strong leadership capability, including experience supervising, developing and influencing other professionals.
- A record of managing complex senior client relationships with professionalism, clarity and sound judgement.
- Commercial experience across negotiation, business planning, budgeting, profitability and margin analysis.
- Well-developed project management skills, attention to detail and the ability to manage multiple priorities.
- Excellent communication skills, with the ability to adapt your approach for clients, colleagues and senior leadership.
Experience & Qualifications
- Degree-level education (bachelor’s or master’s) in Accounting or a related field.
- Significant senior-level experience in private assets fund administration or a closely related discipline.
- Demonstrated experience leading client service, commercial, operational and risk priorities in a complex environment.
Ways of Working
In this role, you will operate with a high degree of autonomy while remaining closely connected to clients, delivery teams and senior leadership. You will collaborate across Fund Accounting, Operations, Financial Statements, Tax, Investor Relations, Integration and Sales. Your decisions will be informed, commercially aware and client-centred, and you will be expected to provide visible leadership through complex issues, change and growth.
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 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.
Client Services EVP - Private Assets in London employer: The Citco Group
At Citco, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Junior Financial Analyst, you will benefit from comprehensive training and development opportunities, flexible working arrangements, and a commitment to employee wellbeing, all while contributing to impactful financial strategies in a diverse and inclusive environment. Join us in our vibrant location where your contributions will be valued, and your career can flourish.
StudySmarter Expert Advice🤫
We think this is how you could land Client Services EVP - Private Assets in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Don’t shy away from reaching out directly to firms like The Citco Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Services EVP - Private Assets in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to The Citco Group.
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Research and Reflect:Before hitting that 'apply' button on The Citco Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at The Citco Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with The Citco Group.
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Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former The Citco Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
