Job Details

Job Summary:

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.

Responsibilities:

• Plan and oversee the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.
• Manage Client Engagement Model & client health reporting.
• Ensure quality servicing and operational performance within the parameters of delivery standards (standard operating procedures).
• Ensure client engagement from the daily user to the decision-maker level of the client.
• Manage delivery metrics.
• Provide guidance and mentorship to analysts.
• Provide training to clients.
• Coordinate and be involved in resolution of daily client inquiries and projects.
• Develop client relationships and expand 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.
• Help aggregate client feedback and provide guidance to improve operationally and expand the product offering.

Required Skills:

• Working knowledge of financial services and investment accounting.
• Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred.
• Self-starter proactively seeks out solutions and expertise.
• Able to execute in a fast-paced and sometimes ambiguous environment.
• Strong 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.

Education and Experience:

• Bachelor's degree in accounting or similar field or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
• 5+ years of experience.

What we offer:

• Business casual atmosphere in a flexible working environment.
• Team focused culture that promotes innovation and ownership.
• Access to 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.