Service Delivery Manager
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, insurance
Deliverable
dashboards & analysis
Required skills
Financial services knowledge, investment accounting, structured products, derivatives, fixed-income securities, Microsoft Office, problem-solving, documentation
Preferred skills
Structured products expertise, derivatives knowledge, fixed-income securities knowledge
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, coordinate resolution of daily client inquiries and projects, develop client relationships and expand network, strategic planning of service delivery to reduce downtime and support costs, collaborate with sales and support groups to identify business opportunities, aggregate client feedback to improve operations and expand product offering
Seniority
Mid-Senior, hands-on IC
