Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater's clients, serving as the main point of contact, and ensuring ongoing client engagement
, from the daily user to decision maker level.
They are viewed by our clients as trusted advisors, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.
Responsibilities:- Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality service, adherence to SLAs, and operational performance in line with SOPs.
- Coordinate and execute resolution of service incidents and escalation of technical issues.
- Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage.
- Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.
- Develops client relationships and expands network at those organizations, understanding client business and product needs.
- Provides guidance and mentorship to Analysts in the team.
Required Skills: - Working knowledge of financial services and investment accounting.
- Working knowledge of structured products, derivatives, fixed-income securities, etc. Preferred.
- Self-starter who 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.
- 3+ years of relevant experience.
