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For Companies At a Glance
- Tasks: Manage client relationships and ensure top-notch service delivery in investment accounting.
- Company: Join a leading firm that partners with major insurers and asset managers.
- Benefits: Enjoy a collaborative team environment and opportunities for professional growth.
- Why this job: Be a key player in client retention and problem-solving while working with industry leaders.
- Qualifications: Bachelor's degree in accounting or related field; 5+ years of relevant experience required.
- Other info: Ideal for self-starters who thrive in fast-paced environments.
The predicted salary is between 48000 - 72000 £ per year.
Service Delivery Manager (Investment Accounting)
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.
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Service Delivery Manager (Investment Accounting) employer: Clearwater Analytics
Contact Detail:
Clearwater Analytics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Service Delivery Manager (Investment Accounting)
✨Tip Number 1
Make sure to highlight your experience in managing client relationships, especially with large organizations. This role is all about engagement, so showcasing your ability to connect with both internal and external stakeholders will set you apart.
✨Tip Number 2
Familiarize yourself with the latest trends in investment accounting and financial services. Being knowledgeable about structured products, derivatives, and fixed-income securities will demonstrate your expertise and commitment to the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've improved operational performance or client satisfaction in previous roles. This will show that you not only understand the importance of service delivery but also have a proven track record of success.
✨Tip Number 4
Network with professionals in the financial services industry, especially those who work in investment accounting. Building connections can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Service Delivery Manager (Investment Accounting)
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Service Delivery Manager position. Understand the key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to highlight relevant experience in financial services, investment accounting, and client relationship management. Use specific examples that demonstrate your problem-solving abilities and attention to detail.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your experience in managing client engagement and operational performance, and explain how you can contribute to their success.
Highlight Relevant Skills: In your application, emphasize your strong organizational and interpersonal skills, as well as your proficiency in Microsoft Office. Provide examples of how you've successfully navigated fast-paced environments and resolved client inquiries.
How to prepare for a job interview at Clearwater Analytics
✨Showcase Your Relationship Management Skills
Since the role emphasizes strong relationships with clients, be prepared to discuss your past experiences in managing client relationships. Highlight specific examples where you successfully engaged with stakeholders and resolved issues.
✨Demonstrate Your Financial Services Knowledge
Make sure to brush up on your knowledge of financial services and investment accounting. Be ready to discuss structured products, derivatives, and fixed-income securities, as these are crucial for the role.
✨Prepare for Problem-Solving Scenarios
Expect to face questions that assess your problem-solving abilities. Prepare examples of challenges you've encountered in previous roles and how you proactively sought solutions, especially in fast-paced environments.
✨Highlight Your Communication Skills
Given the importance of communication in this role, practice articulating your thoughts clearly and concisely. Be ready to demonstrate your verbal and written communication skills through examples or even a mock presentation.
