Bachelor's degree in accounting or related field, or equivalent experience in relevant sectors.
5+ years of experience in financial services, investment management, or related fields.
Working knowledge of financial services and investment accounting.
Familiarity with structured products, derivatives, and fixed-income securities is preferred.
Strong computer skills, particularly in Microsoft Office.
Exceptional problem-solving abilities and attention to detail.
Outstanding verbal and written communication skills.
Responsibilities
Plan and oversee accurate reporting support and service for clients.
Manage the Client Engagement Model and client health reporting.
Ensure quality servicing and operational performance according to delivery standards.
Engage clients from daily users to decision-makers.
Manage delivery metrics and provide guidance to analysts.
Coordinate resolution of daily client inquiries and projects.
Develop client relationships and expand networks within organizations.
Benefits
Opportunity to work with large insurers, asset managers, and government entities.
Engage with both internal and external stakeholders in a high-performing team.
Chance to solve complex problems and enhance client satisfaction.
Mentorship and training opportunities for professional growth.
Full Job Description
Job Summary:
A career as an Account 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 analysts.
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.
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.
About Clearwater Analytics
Clearwater Analytics is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting. Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.
