Service Delivery Manager

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:

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Plan and oversees the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.

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Manages Client Engagement Model & client health reporting.

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Ensures quality servicing and operational performance within the parameters of delivery standards ( standard operating procedures) .

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Ensures client engagement from the daily user to the decision-maker level of the client .

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Manages delivery metrics .

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Provides guidance and mentorship to analyst s .

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Providing training to clients .

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Coordinates and is involved in resolution of daily client inquiries and projects.

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Develop client relationships and expands network at those organizations, understanding client business and product needs .

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Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs.

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Collaborate with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support.

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Maintain knowledge of product enhancements and the changing investments accounting industry .

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Helps aggregate client feedback and provides guidance to improve operationally and expand the product offering.

Required Skills:

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Working knowledge of financial services and investment accounting.

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Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred .

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Self-starter proactively seeks out solutions and expertise .

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Able to execute in a fast paced and sometimes ambiguous environment.

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S trong computer skills, including proficiency in Microsoft Office.

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Excellent attention to detail and strong documentation skills.

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Outstanding verbal and written communication skills.

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Strong organizational and interpersonal skills.

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Exceptional problem-solving abilities.

Education and Experience:

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Bachelor's degree in accounting or similar field or rel evant experience in Investment. Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.

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5+ Years of experience .

What we offer

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Business casual atmosphere in a flexible working environment

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Team focused culture that promotes innovation and ownership

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Access cutting edge investment reporting technology and expertise

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Defined and undefined career pathways allowing you to grow your own way

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Competitive medical, dental, vision, and life insurance benefits

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Maternity and paternity leave

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Personal Time Off and Volunteer Time Off to give back to the community

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401k with match

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Work from anywhere 3 weeks out of the year

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Work from home Fridays