The Service Delivery Manager role involves managing client engagement, operational performance, and reporting to maintain strong client relationships and ensure high service quality. Responsibilities include training clients, guiding analysts, resolving inquiries, and collaborating with sales for expanded support opportunities.
Job Summary: Lead Client Servicing Associate Service 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.
- Structured products ABS, MBS , IFRS /GAAP Accounting Related to Insurance and Asset Management Clients.
- 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.
- 3-5 years of relevant experience.
- Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
Similar Jobs at Clearwater Analytics (CWAN)
Fintech • Software • Financial Services
The Business Development Representative engages with stakeholders to enhance investment reporting. They reach out via various channels to identify customer needs and foster sales communications, while managing CRM data and assisting in deal progression.
Top Skills:
High SpotLinkedin NavigatorMS OfficeOutreachSalesforceZoominfo
Fintech • Software • Financial Services
The IT Support Specialist coordinates and troubleshoots technical issues, provides third-tier support, and assists new hires with IT tools, ensuring effective operational support and documentation.
Top Skills:
Azure Active DirectoryIntuneJAMFLinux DistributionsmacOSMS OfficeWindows
Fintech • Software • Financial Services
The Enterprise Sales Leader will drive revenue growth through prospecting, client relationship management, deal negotiation, and collaborating with internal teams to meet client needs.
Top Skills:
Crm Tools
What you need to know about the Calgary Tech Scene
Employees can spend up to one-third of their life at work, so choosing the right company is crucial, not just for the job itself but for the company culture as well. While startups often offer dynamic culture and growth opportunities, large corporations provide benefits like career development and networking, especially appealing to recent graduates. Fortunately, Calgary stands out as a hub for both, recognized as one of Startup Genome's Top 100 Emerging Ecosystems, while also playing host to a number of multinational enterprises. In Calgary, job seekers can find a wide range of opportunities.
