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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 working with major insurers and asset managers.
- Benefits: Enjoy a full-time role with opportunities for mentorship and professional growth.
- Why this job: Be part of a high-performing team that values problem-solving and client engagement.
- Qualifications: Bachelor's degree in accounting or related field; 5+ years in financial services 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)
Service Delivery Manager (Investment Accounting)
Apply locations Edinburgh Office time type Full time posted on Posted Today job requisition id R3041-1
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 oversee the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.
- Manage Client Engagement Model & client health reporting.
- Ensure quality servicing and operational performance within the parameters of delivery standards (standard operating procedures).
- Ensure client engagement from the daily user to the decision-maker level of the client.
- Manage delivery metrics.
- Provide guidance and mentorship to analysts.
- Provide training to clients.
- Coordinate and be involved in resolution of daily client inquiries and projects.
- Develop client relationships and expand 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.
- Help aggregate client feedback and provide 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 who 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 employer: Clearwater Analytics
Contact Detail:
Clearwater Analytics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Service Delivery Manager
✨Tip Number 1
Familiarize yourself with the key players in the financial services and investment accounting sectors. Understanding the landscape will help you engage more effectively with potential clients and stakeholders.
✨Tip Number 2
Network actively within the industry by attending relevant conferences, webinars, or local meetups. Building relationships with professionals in the field can open doors and provide insights into the role of a Service Delivery Manager.
✨Tip Number 3
Stay updated on the latest trends and changes in investment accounting and financial services. This knowledge will not only enhance your conversations with clients but also demonstrate your commitment to the field.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed client relationships and resolved issues in previous roles. Highlighting your problem-solving skills and ability to work in fast-paced environments will set you apart.
We think you need these skills to ace Service Delivery Manager
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 engagements and how you can contribute to maintaining strong relationships with clients.
Highlight Relevant Skills: In your application, emphasize your proficiency in Microsoft Office, organizational skills, and any experience with structured products or derivatives. Make sure to provide concrete examples of how you've used these skills in past roles.
How to prepare for a job interview at Clearwater Analytics
✨Understand the Role
Make sure you have a clear understanding of what a Service Delivery Manager does, especially in the context of investment accounting. Familiarize yourself with daily client engagement, reporting, and operational performance to demonstrate your knowledge during the interview.
✨Showcase Your Relationship Management Skills
Prepare examples that highlight your experience in building and maintaining strong relationships with clients. Be ready to discuss how you've engaged with both internal and external stakeholders in previous roles.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've successfully resolved client issues or improved service delivery. This will showcase your exceptional problem-solving skills, which are crucial for this role.
✨Highlight Relevant Experience
Be prepared to discuss your background in financial services and investment accounting. Mention any experience with structured products, derivatives, or fixed-income securities, as this knowledge is preferred for the position.
