Job description

Job Summary : Account Service Delivery Managers are responsible for establishing , maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement , from the daily user to decision maker level. They are viewed by our clients as a trusted advisor, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth. Responsibilities: Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs . Coordinate and execute resolution of service incidents and escalation of technical issues . Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage . Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements . Develops client relationships and expands network at those organizations, understanding client business and product needs . Provides guidance and mentorship to Analysts in the team . Required Skills: Working knowledge of financial services and investment accounting . Working knowledge of structured products, derivatives, fixed-income securities, etc. P referred . Self-starter who proactively s eeks out solutions and expertise . Able to execute in a fast paced and sometimes ambiguous environment. S trong 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. 3 y ears of relevant experience .

Requirements

Must-haves

Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs .
Coordinate and execute resolution of service incidents and escalation of technical issues .
Manages Client Engagement Model & client health reporting, including planning and leading remote and in-person client engagement meetings and driving platform usage .
Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements .
Develops client relationships and expands network at those organizations, understanding client business and product needs .
Provides guidance and mentorship to Analysts in the team .
Working knowledge of financial services and investment accounting .
Working knowledge of structured products, derivatives, fixed-income securities, etc. P referred .
Self-starter who proactively s eeks out solutions and expertise .
Able to execute in a fast paced and sometimes ambiguous environment.
S trong 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.
Bachelor s degree in accounting or similar field , or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
3 y ears of relevant experience .

Nice-to-haves

None flagged.

Application prep

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Platform: workday
Effort: long