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Vice president - Client Integration

Funds Partnership Asia, EA Licence No: 15C7420
Singapore, Singapore
Closing date
Feb 3, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The role of the Client Integration Manager involves leading projects or elements of large engagements, including client integration, conversions, service delivery changes and sales support. The Client Integration Manager is responsible for managing virtual teams that assist clients in integrating the services into their environment, employing proper information systems, resources, and controls to maximize efficiencies and minimize risk. The role involves dealing with the senior management of all the organizations that interact with Fund Services. The ability to clearly communicate both verbally and written is essential.

The Client Integration Manager role is part of a global conversion team and may be required to support multiple time zones during large projects.

Business Development Support:
  • Stakeholder in the development of new clients/business
  • Request for proposal/information assistance
  • Build out of sample portfolios for client pitches and demonstrations
  • Direct source of information to Business Development on vendors/conversion/interfaces

Functional Data Migrations:
  • Incumbent admin
  • Internal system migration
  • Company to new admin

Project Management:
  • Incoming file testing
  • Instruct / extract testing and maintenance
  • Standard & custom extract file development (in house / vendor)
  • Coordinate with both internal and external stakeholders to ensure all necessary data is captured for client reporting
  • OMS vendor migrations
  • Responsible for system set up and coordination with third parties for new fund launches
  • Contribute to development and testing of Company's technology platforms
  • Client / Vendor Relationship Management:
  • Manage external vendor relationships
  • Client user setup / permissions
  • Work with existing clients on new requirements and process improvements
  • Resource Management and Reporting:
  • Oversight and tracking of project pipeline, project leads, progress and deadlines
  • Assist with reporting to senior management
  • Assist Finance on invoicing for file maintenance and communication charges

About You:
  • Degree qualified in a business or Finance related disciple
  • Attention to detail
  • A 'team player' who can work well within the function to deliver a quality service
  • Minimum of 10+ years in the financial services industry
  • A proven interest in the financial markets and fund industry
  • Proven Project Management Experience
  • Proven Business Analysis Experience
  • Working knowledge of Listed and OTC products
  • Creative and innovative
  • Excellent communication and writing skills
  • Client focus
  • Continuous improvement
  • Proficient in Microsoft Office applications

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