Subject Matter Expert
Core
Manage daily client engagement, reporting, and operational performance for insurers, asset managers, corporations, and government entities.
Role type
Service Delivery Manager
Builds
Client retention and operational performance within financial services delivery standards
Domain
Financial services / Investment accounting
Deliverable
client delivery
Required skills
Financial services knowledge, Investment accounting expertise, Structured products knowledge, Derivatives knowledge, Fixed-income securities knowledge, Microsoft Office proficiency, Problem-solving abilities
Preferred skills
Structured products knowledge, Derivatives knowledge, Fixed-income securities knowledge
Technologies
Microsoft Office
Responsibilities
Plan and oversee accurate daily/monthly/quarterly/annual reporting support, Manage client engagement model and health reporting, Ensure quality servicing and operational performance, Manage delivery metrics, Provide guidance and mentorship to analysts, Provide training to clients, Coordinate resolution of daily client inquiries and projects, Develop client relationships and expand network, Strategic planning of service delivery to drive usage and reduce downtime, Collaborate with sales and support groups to identify business opportunities, Maintain knowledge of product enhancements and industry changes, Aggregate client feedback to improve operations and expand product offering
Seniority
Mid-level, hands-on manager
