Sarah Sweeney Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

- Establishing professional relationships with clients and other key internal/ external parties - Driving strategic communication with existing clients and managing operational deliverables - Monitoring, managing and supporting the negotiations of client service level agreements (SLAs) - Actively maintaining client status, commentary and client updates on internal CRM tools - Identifying, understanding and communicating clients’ requests/ needs to various Citco business functions, operational and support teams to deliver on clients’ expectations - Reviewing risk logs and support, co-ordinating and communicating incident resolution as necessary - Reviewing client profitability & accounts receivables and addressing negative trends - Carrying out periodic risk assessments and peer reviews of clients - Compiling periodic board reports, Key Performance Indicators and scorecards for clients - Participating in and organising operational due diligence reviews and client visits - Identifying opportunities to expand existing relationships by cross-selling additional Citco products and services - Working closely with the operations teams to identify opportunities for process improvements and system development with the aim of minimizing operational risk and improving efficiencies - Driving the coordination of new client integrations and existing client launches

Toronto, Ontario, Canada

- Acting as the central point of contact for clients and internal teams for investor queries - Collaborating with the global business development team to facilitate RFPs (request for proposals)- Managing a database of RFP related responses for quality control- Preparing and reviewing responses to investor due diligence questionnaires - Managing a database of due diligence related responses for internal purposes and conducting statistical analysis on the volume and nature of investor queries- Overseeing the coordinating of Citco’s standard due diligence questionnaire- Preparing and negotiating non-disclosure agreements with investors and prospective investors- Training and supporting team members in their development- Working closely with relationship managers to identify opportunities for process improvements and system development with the aim of minimizing risk and improving efficiencies- Liaising with IT to review client cybersecurity due diligence questionnaires

Toronto, Ontario, Canada

London, United Kingdom

- Preparing fee proposals for loan agency/ structured finance services for new business clients across a wide range of industries including investment, aviation, real estate, student loans and various others- Client relationship management - Processing new business through the CRM system for all new European business and subsequently updating senior management with relevant new business activity - Maintenance of European sales pipeline with product leaders to ensure new business is tracked, processed and followed up on efficiently - Research and report generation including competitor analysis/ referral source analysis - Creating and maintaining calling plans to implement an effective prospecting strategy to capitalize on business opportunities and attract new business- Enhancing marketing and client presentation materials to ensure they meet the industry standard and are ready for presentation at meetings/ conferences - Liaising with key business partners (compliance, risk, legal, KYC etc.) to ensure smooth deal flow from mandate to closing, as well as building key internal relationships- Organising annual client events in London, Dublin, Paris and Barcelona- Attending client meetings and conferences regularly to speak to current and potential new clients about Wilmington's service offerings e.g. Air Finance, Global ABS, Debtwire- Project work as needed e.g. working closely with senior management to coordinate the incorporation of Wilmington Trust’s new Paris entity in 2019

London, United Kingdom

County Dublin, Ireland

- Preparing fee proposals for clients - Liaising with compliance to assess the risk rating of a client, exercising due diligence in procedures and developing appropriate action plans in response to any concerns/ risks- Drafting corporate service agreements to govern Link’s relationship with new clients- Preparing amendment letters to reflect changes to services required by existing clients - Relationship management responsibilities, including liaising with the client to secure an efficient on-boarding process- Entering, amending and managing data and reports on Salesforce for the whole Business Development team; subsequent presentation of the pipeline reports to senior management- Marketing responsibilities including redesigning proposal, presentation and brochure-ware following the rebrand from Capita Asset Services to Link Asset Services- Portfolio management - General adhoc tasks as necessary

County Dublin, Ireland

- Assisting with the incorporation of our clients Irish subsidiaries including: preparing the incorporation documents for the Companies Registration Office and registering the companies for the appropriate tax- Internal setup procedures, including assessing the company's risk rating and preparing Corporate Service Agreements etc.- Responsible for managing the CRM system, Salesforce, for the whole Business Development team- Working closely with our Company Secretarial department to ensure the efficient on-boarding of new clients - General administration and ad hoc tasks

Bachelor’S Degree, Business Studies, 2.1

Activities and Societies: DCU Ladies Soccer - Club Chairperson (2016/17) Club Captain (2015-2017); An Cumann GaelachGraduated with a 2.1.

Diploma, Aviation Leasing & Finance