Service Delivery Manager

About this role

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 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.  

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.  

• 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.   

Education and Experience:      • 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 .

What we offer: • 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

• 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays

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