Job Description
What We Need
Corpay is currently looking to hire an Institutional Client Service Executive within our Global Banking and Fund Solutions division. This position falls under our Cross Border line of business and is located in Toronto, Canada. In this role, you will work closely with a sophisticated institutional client base including alternative funds, private capital managers, family offices and other institutional investors, as well as their administration agents and other service providers. Reporting directly to the SVP, Global Institutional Sales, the Institutional Client Service Executive is responsible for supporting our North American new business sales teams with their day-to-day activities, to ensure the function performs as efficiently as possible
Success in the role will require a commitment to delivering very high service standards, exceptional organizational skills and attention to detail, and the ability to thrive in a collaborative but fast-paced and performance oriented team environment.
How We Work
As an Institutional Client Service Executive, you will be expected to work in our Toronto office. Corpay will set you up for success by providing:
• Assigned workspace in Toronto, Canada
• Company-issued equipment
• Formal, hands-on training
Roles Responsibilities
Client Relationship Management:
• Act as a key point of contact for clients and internal service groups, quickly and professionally address inbound customer service inquiries raised by fund managers, fund service providers, or other stakeholders.
• Attend and contribute to operational, client and regulatory meetings to maintain and improve performance of client service initiatives.
• Provide periodic reports & feedback on client issues and department activities
Sales Process Support:
• Support the sales team by creating early-stage sales collateral and due diligence materials, coordinating delivery and management of marketing campaigns.
• Assist with coordination and booking of new client business meetings.
• Communicate with prospective clients regarding documentation required for collection and the status of any active submissions as necessary.
• Creating and proactively managing client records, onboarding cases and credit applications in Salesforce CRM, working with Compliance and Credit teams to ensure internal SLAs for client requests are consistently achieved.
• Support senior sales leaders with data collation and reporting, including Sales pipeline information and call recordings, as required.
Market and Industry Knowledge:
• Maintain advanced knowledge of the alternative investment industry and private funds marketplace in North America.
• Have the ability to review, understand and discuss fund PPMs/OMs, investment strategies, fund structures and cash flows within alternative funds.
Other duties and responsibilities:
• Perform day-to-day supervision of the team as it grows, including involvement in regular performance appraisals and ongoing team development.
• Complete all necessary training required for the role, ensure training is coordinated and implemented for any new team members, identify needs and action accordingly.
• Adhoc administrative duties and product testing, as may reasonably be required from time to time.
Qualifications & Skills
• Experience:
5+ years of experience in client services role within financial services, ideally with a background in fund administration or alternative investments.
• Industry Knowledge:
Strong understanding of the alternative investment space, including private equity, hedge funds, real estate, venture capital, and other institutional investment models.
• Technical Experience:
Proficiency with Microsoft Office products and knowledge of Salesforce is an asset.
• Communication Skills:
Excellent verbal and written communication skills. Ability to clearly and effectively communicate and build relationships with sophisticated clients and their service providers.
• Self-Starter:
Highly motivated and proactive, with the ability to work independently to help the broader team meet its objectives. Strong organizational skills and the ability to manage multiple projects simultaneously is critical.
Benefits & Perks
• Comprehensive Benefits Package including, Medical, Dental, Vision and Paramedical benefits, as of day one
• Optional company match RRSP program
• Virtual fitness classes offered company-wide
• Time-off including major holidays, vacation, sick, personal, & volunteer time
• Discounted gym membership rate
• Philanthropic support with both local and national organizations
• Fun culture with company-wide contests and prizes
Equal Opportunity/Affirmative Action Employer
Corpay is an Equal Opportunity Employer. Corpay provides equal employment opportunities to all qualified applicants without regard to race, color, gender (including pregnancy), religion, national origin, ancestry, disability, age, sexual orientation, gender identity or expression, marital status, language, ancestry, genetic information and/or military status or any other group status protected by federal or local law. If you require reasonable accommodation for the application and/or interview process, please notify a representative of the Human Resources Department.
Pay Transparency
This salary range is provided for locations which require such disclosure. Where a position or applicant may fall in a particular wage range depends on a number of factors including but not limited to skill sets, experience training licenses and certifications (if applicable), and other business and organization needs. The disclosed range has not been adjusted for the applicable geographic markets. At Corpay it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions depend on the facts and circumstances of each case. The estimate of the minimum and maximum salary range is CAD $60,000 to $70,000 + OTE.
For more information about our commitment to equal employment opportunity and pay transparency, please click the following links: Canadian Human Rights Act – Grounds of Discrimination, Employment Equity Act (Canada) and BC Pay Transparency.
About Corpay
Corpay is a global technology organization that is leading the future of commercial payments with a culture of innovation that drives us to constantly create new and better ways to pay. Our specialized payment solutions help businesses control, simplify, and secure payment for fuel, general payables, toll and lodging expenses. Millions of people in over 80 countries around the world use our solutions for their payments.
At Corpay, we are committed to fostering an inclusive and respectful workplace where employees are valued for their diverse perspectives, experiences, and contributions. We believe that diversity, equity, and inclusion strengthen our teams, drive innovation, and support our continued success globally.
As part of our hiring process, offers of employment may be subject to the successful completion of pre-employment screening conducted by an authorized third-party provider, in accordance with applicable laws and Corpay policies. Screening requirements may include employment references, identity verification, criminal record checks, financial or sanctions screening, and other background checks relevant to the role and permitted by local law.
Notice to Recruitment Agencies and Search Firms: Corpay does not accept unsolicited resumes from agencies or search firms without a valid written agreement in place. Any unsolicited candidate submissions will become the property of Corpay, and no fees will be paid related to such submissions.
Learn more about Corpay: https://www.corpay.com
Transparency & Compliance
Equal Opportunity Employer
Corpay is committed to providing equal employment opportunities to all applicants and employees. Employment decisions are made without regard to race, color, religion, sex (including pregnancy), gender, gender identity or expression, sexual orientation, national origin, ancestry, age, disability, marital status, genetic information, military or veteran status, or any other characteristic protected by applicable law. Corpay is committed to fostering an inclusive workplace where individuals are respected and valued for their diverse perspectives, experiences, and contributions. If you require reasonable accommodation during any part of the application or interview process, please notify a representative of the Human Resources Department.
Use of Artificial Intelligence in Hiring
Corpay may use artificial intelligence (AI) and other technology-enabled tools to support certain aspects of the recruitment process, such as application screening, candidate assessment, or interview scheduling. These tools are designed to enhance efficiency, consistency, and fairness throughout the hiring process. AI tools do not make final hiring decisions. All employment decisions involve human review. Corpay is committed to the responsible use of AI, including appropriate oversight and safeguards designed to support fair and unbiased outcomes.
Candidate Privacy Notice
For information about how Corpay processes personal information during the recruitment process, please review our Candidate Privacy Notice: https://www.corpay.com/privacy-policy.
Pay Philosophy
Corpay is committed to fair, equitable, and transparent compensation practices. Compensation decisions are based on objective, job-related factors including skills, experience, qualifications, and market benchmarks. Where required by applicable law, salary or compensation ranges will be included in the job posting or provided prior to the interview process, where required by applicable law. Additional compensation elements such as bonuses, incentives, benefits, or variable pay may apply where applicable.
