Sr, Service Delivery Manager
Core
Primary point of contact for large institutional clients in asset management and insurance, owning the full client relationship from daily users to executives to ensure service excellence and drive platform adoption.
Role type
Senior Service Delivery Manager (Client Services)
Builds
Seamless, high-quality client experience and deepened partnerships for institutional clients
Domain
Financial Services (Asset Management & Insurance)
Deliverable
client delivery
Required skills
Client relationship management, issue resolution, operational delivery, reporting, stakeholder communication, project support, data validation, process improvement
Preferred skills
AI tooling, Salesforce CRM
Responsibilities
Serve as primary point of contact for clients, monitor and manage client health, resolve client inquiries and escalations, perform operational activities like reconciliations and account setup, support client projects, identify growth opportunities
Seniority
Senior, hands-on IC