Service Delivery Manager
Core
Establishing and managing strong client relationships as a trusted advisor to solve complex investment reporting and portfolio accounting challenges.
Role type
Service Delivery Manager (Financial Services)
Builds
Daily reporting support, service incidents resolution, client engagement programs, and operational optimization for investment clients.
Domain
Financial Services / Investment Accounting
Deliverable
client delivery
Required skills
Investment accounting knowledge, structured products/derivatives/fixed-income securities knowledge, problem-solving, documentation, Microsoft Office proficiency, business needs analysis
Preferred skills
Investment Management experience, FinTech experience, Insurance experience
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
