DFIN

Service Delivery Associate - Remote

Reposted 4 Hours Ago

Hiring Remotely in United States

Remote or Hybrid

Senior level

Fintech • Software

We deliver end-to-end risk and compliance solutions through our software and domain expertise.

The Role

The Service Delivery Associate coordinates production of client documents and SEC filings ensuring compliance and client satisfaction while managing project timelines and collaborating with teams.

Summary Generated by Built In

Join a dynamic team at the pulse of global markets where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day. Our "Win as One" mentality ensures that our team's success is directly linked to Client Shareholder and Employee Satisfaction.
Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years we are committed to our employees' total well-being. Enjoy competitive compensation a flexible workplace comprehensive benefits and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
Works directly with clients to develop comprehensive plans for coordinating the production of client documents electronic SEC (Securities and Exchange Commission) filings and print materials. The role is responsible for achieving service agreement objectives ensuring compliance with customer expectations company policies profitability and quality standards. By understanding the client's business needs the incumbent fosters strong customer relationships monitors satisfaction and provides consultative support alongside the sales team. Participation in sales presentations and client meetings may also be required in supporting capacity. The role has primary accountabilities for all stages of service delivery including composition manufacturing and final distribution of customer products.
Responsibilities:

Act as the main point of contact for customers on assigned accounts
Oversee and coordinate projects for both new and current clients ensuring positive client experience and facilitating effective engagement with DFIN.
Coordinate preplanning and preliminary work for upcoming activities by collaborating with internal teams and Supervisors to identify and implement opportunities.
Oversee job progress during all production phases collaborating with manufacturing operations to guarantee that final products align with customer requirements and company standards.
Correspond with customers to provide updates and information regarding issue resolution.
Share updates with clients regarding timelines ongoing project status and related reports
Handle designated account management tasks assist with general workloads and adapt to changes; additionally take on extra duties and contribute to special projects as assigned.
Complete all delegated responsibilities in a timely and thorough manner.
Engage relevant departments to verify and identify the underlying causes of emerging issues.
Discuss workload strategies and any related concerns with management.
Deliver precise and comprehensive instructions to Operations Teams
Delegate responsibilities to contracted vendor partners
Pursue ongoing education and training in emerging DFIN Services platforms and technologies as they are introduced to enhance service offerings.

Qualifications:

5+ years of experience in customer advocacy post-sales support or related roles such as professional services consulting project management or account management.
High level of proficiency in EDGAR XBRL document knowledge print and transactional paths including knowledge around the DFIN ecosystem (SaaS platform ArcPro ArcReporting) along with other client offerings.
Consistently meet deadlines and make fast data-driven decisions to boost team performance.
Highly adaptable to changing internal and external conditions.
Must be able to work independently and be a team player.
Requires strong organizational skills and the ability to manage multiple projects. Handles stress effectively.
Excellent written and verbal communication especially with clients.
Demonstrated ability to collaborate effectively and drive solutions while consistently delivering results across all levels of management and internal stakeholders. A goal-oriented team leader with a strong track record of excelling in collaborative environments.
Skilled in preparing materials and delivering presentations to diverse audiences.
Proficient in Microsoft Suite (Word Excel PowerPoint PowerBI PowerApps) Salesforce and DFIN proprietary software (Profile ESP).
Skilled at improving workflows and driving process efficiency.

It is the policy of Donnelley Financial Solutions to select place and manage all its employees without discrimination based on race color national origin gender age religion actual or perceived disability veteran status actual or perceived sexual orientation genetic information or any other protected status.
If you are a qualified individual w ith a disability or a disabled veteran you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access jobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to [email protected] .
At DFIN protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote

Top Skills

Dfin Proprietary Software

Edgar

Microsoft Suite

SaaS

Salesforce

Xbrl

What the Team is Saying

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The Company

HQ: Chicago IL

1750 Employees

Year Founded: 2016

What We Do

DFIN is a leading global risk and compliance solutions company. We provide domain expertise software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate regulations evolve technology advances and through it all DFIN delivers confidence with the right solutions in moments that matter.

Why Work With Us

DFIN is shaping global markets and is an environment where you can bring your whole self to work and do your best work every day. We are a values-based culture in which you can build a rewarding career.