Service Delivery Manager
About The Position
A career as a Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest insurers, asset managers, corporations and/or government entities as you manage daily client engagement, reporting, and operational performance . You will be critical to our client retention while utilizing your financial services and strong relationship management background . If you enjoy engaging with both internal and external stakeholders, are energized by working within a high performing team and find value in solving problems for others, you will thrive in this role .
Requirements
- Working knowledge of financial services and investment accounting.
- Self-starter proactively seeks out solutions and expertise .
- Able to execute in a fast paced and sometimes ambiguous environment.
- S trong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
- Bachelor's degree in accounting or similar field or rel evant experience in Investment. Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
- 5+ Years of experience .
Nice To Haves
- Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred .
Responsibilities
- Plan and oversees the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.
- Manages Client Engagement Model & client health reporting.
- Ensures quality servicing and operational performance within the parameters of delivery standards ( standard operating procedures) .
- Ensures client engagement from the daily user to the decision-maker level of the client .
- Manages delivery metrics .
- Provides guidance and mentorship to analyst s .
- Providing training to clients .
- Coordinates and is involved in resolution of daily client inquiries and projects.
- Develop client relationships and expands network at those organizations, understanding client business and product needs .
- Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs.
- Collaborate with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support.
- Maintain knowledge of product enhancements and the changing investments accounting industry .
- Helps aggregate client feedback and provides guidance to improve operationally and expand the product offering.
Benefits
- Business casual atmosphere in a flexible working environment
- Team focused culture that promotes innovation and ownership
- Access cutting edge investment reporting technology and expertise
- Defined and undefined career pathways allowing you to grow your own way
- Competitive medical, dental, vision, and life insurance benefits
- Maternity and paternity leave
- Personal Time Off and Volunteer Time Off to give back to the community
- RSUs as well as employee stock purchase plan and 401k with match
- Work from anywhere 3 weeks out of the year
- Work from home Fridays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1,001-5,000 employees
