Service Delivery Manager

Job Summary: 

A career as a Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest insurers asset managers corporations and/or government entities as you manage daily client engagement reporting and operational performance. You will be critical to our client retention while utilizing your financial services and strong relationship management background. If you enjoy engaging with both internal and external stakeholders are energized by working within a high performing team and find value in solving problems for others you will thrive in this role.  

Responsibilities: 

• Plan and oversees the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients. 

• Manages Client Engagement Model & client health reporting.  

• Ensures quality servicing and operational performance within the parameters of delivery standards (standard operating procedures).  

• Ensures client engagement from the daily user to the decision-maker level of the client.  

• Manages delivery metrics. 

• Provides guidance and mentorship to analysts.  

• Providing training to clients. 

• Coordinates and is involved in resolution of daily client inquiries and projects. 

• Develop client relationships and expands network at those organizations understanding client business and product needs.  

• Strategic planning of service delivery to drive usage and proactive in service and support to reduce client downtime and support costs.  

• Collaborate with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support. 

• Maintain knowledge of product enhancements and the changing investments accounting industry.  

• Helps aggregate client feedback and provides guidance to improve operationally and expand the product offering. 

Required Skills: 

• Working knowledge of financial services and investment accounting.  

• Working knowledge of structured products derivatives fixed-income securities etc. preferred. 

• Self-starter proactively seeks out solutions and expertise. 

• Able to execute in a fast paced and sometimes ambiguous environment. 

• Strong computer skills including proficiency in Microsoft Office.  

• Excellent attention to detail and strong documentation skills.  

• Outstanding verbal and written communication skills.  

• Strong organizational and interpersonal skills. 

• Exceptional problem-solving abilities.  

Education and Experience:   

• Bachelor's degree in accounting or similar field or relevant experience in Investment. Management Insurance FinTech Investment Accounting Financial Services or Investment Operations. 

• 5+ Years of experience. 

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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