Investor Services - Client Executive (senior Vice President)

Publix Serving (Civica)

Edinburgh, Scotland, United Kingdom
Competitive base salary (annually reviewed); not s...
Hybrid
Global custody experience required
Fund accounting knowledge essential
Institutional client facing role
The successful candidate will act as the Client Executive responsible for overall client relationships and serving as the escalation point for operational issues

Job Summary

  • The successful candidate will act as the Client Executive responsible for overall client relationships and serving as the escalation point for operational issues.
  • Candidates must possess a broad end-to-end understanding of Global Custody and Securities Services products including Fund Administration and Transfer Agency.
  • The role offers a competitive base salary with a hybrid working model allowing up to two days of remote work per week.

Matching Summary

The successful candidate will act as the Client Executive responsible for overall client relationships and serving as the escalation point for operational issues.

Salary

Competitive base salary (annually reviewed); Not specified; Hybrid benefits package included

Skills & Requirements

Must-have

  • Global Custody experience required
  • Fund Accounting knowledge essential
  • Institutional client facing role
  • Senior Vice President level experience
  • Operational risk management skills

Nice-to-have

  • Strong presentation and interpersonal skills
  • Continuous improvement mindset
  • Cost saving initiative leadership
  • Cross-selling Citi products ability
  • Ethical judgment in business decisions

Key Requirements

  • BS/BA degree in Finance, Accounting, or Management
  • Experience in global financial institution
  • Proven track record in client-facing roles
  • Senior Vice President level seniority

Work Rights

Not specified

Tailored Resume

Cover Letter