Assistant Manager, Client Services
Ogier
Job Level
Lead
About the role
- Work with onshore partners and the Global Head of Financial Reporting to determine the optimal operating model including automation and location strategies to enhance scalability and quality of operations
- Summarize into a strategic vision for the local teams
- Lead the team through business and operational change including communicating the vision and goals, consistently and frequently, across all locations
- Cascade annual goals for the team in line with the strategic vision and help them to achieve them
- Focus on client relationships, supporting the client organisation and other service functions by consistently delivering excellence
- Engage with industry bodies to enhance Citi’s visibility in the local market-place and ensure our services are in line with local best practices
- Develop relationships with Product and Technology and other colleagues both locally and globally to leverage capabilities of the entire firm
- Be the primary point of escalation for Financial Reporting in the country
- Ensure that appropriate training and planning frameworks and procedures are in place to support all teams on-shore and offshore and ensure that the teams remain fully compliant with all Citi Policies
- Monitor service level standards and provide senior management with compliance reporting as well as maintain an environment where processes and controls are monitored, and potential risks are escalated on a timely basis
- Attend client meetings, including board meetings and ad hoc Requests for Proposals (RFPs) presentations as required
- Oversee local regulatory, audit and compliance matters and liaise with the Citi Country Officer and other teams as required
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Requirements
- 15+ years of relevant experience in funds administration and financial reporting
- 10-15+ years of managerial experience with experience of cross-border management and leadership
- Professional Accountancy qualification
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree preferred
- Knowledge of local taxation and regulations including reporting to APRA and ASIC for superannuation clients as well as the broader financial services industry
- Knowledge of Fund Accounting Platforms including InvestOne and Multi-Fonds
- Knowledge of Reporting Software including Confluence and/or DFIN
- Demonstrated experience in operational process management, talent assessment, development and deployment
- Demonstrated leadership and project management skills including ability to resolve operational issues
- Clear and concise written and verbal communication
- Ability to appropriately assess risk when making business decisions and ensure compliance with applicable laws, rules and regulations and Citi policies
- Experience overseeing regulatory, audit and compliance matters and liaising with senior management
