Account Manager
Core
Account Service Delivery Manager responsible for establishing and maintaining strong client relationships, serving as the main point of contact for daily user to decision maker levels, and acting as a trusted advisor solving complex investment reporting and portfolio accounting challenges.
Role type
Account Service Delivery Manager
Builds
Client engagement model, health reporting, and platform usage optimization for investment clients
Domain
Financial services, investment accounting, structured products, derivatives, fixed-income securities
Deliverable
client delivery
Required skills
Investment accounting knowledge, structured products/derivatives/fixed-income securities knowledge, problem-solving, attention to detail, documentation, computer proficiency (Microsoft Office), verbal and written communication, organizational skills
Preferred skills
Self-starter mindset, ability to execute in fast-paced/ambiguous environments
Technologies
Clearwater, Microsoft Office
Responsibilities
Plan and oversee accurate daily reporting support and service for clients; Coordinate and execute resolution of service incidents and escalation of technical issues; Manage Client Engagement Model & client health reporting; Provide client training on best practices and new features; Develop client relationships and expand network; Provide guidance and mentorship to Analysts
Seniority
Mid-level, hands-on IC with mentorship responsibilities
