Service Delivery Manager

Jobtailor; Idaho; On-site; USD 85,000 - 115,000; Full time

Job summary

Jobtailor seeks an experienced professional to oversee client reporting and investment accounting operations. You will manage client engagement, health reporting, and ensure service quality aligned with SOPs.

The role requires a Bachelor's in accounting or related field and 5+ years in financial services or investment operations. Strong communication and mentoring skills are essential in a fast-paced environment.

Qualifications

• Requires bachelor's degree or relevant experience in financial services or investment accounting.
• 5+ years of experience in similar roles.
• Experience with client reporting and engagement management is preferred.
• Experience with investments, derivatives, fixed income a plus.

Responsibilities

• Plan and oversee accurate daily, monthly, quarterly, and annual client reporting support.
• Manage Client Engagement Model and client health reporting.
• Ensure quality service and adherence to delivery SOPs.
• Maintain engagement across client levels from users to decision-makers.
• Manage delivery metrics and mentor analysts.
• Provide client training and coordinate daily inquiries and projects.
• Develop client relationships and understand business needs.
• Strategic planning to reduce downtime and costs; collaborate with sales.
• Keep up-to-date with product enhancements and industry trends.
• Aggregate client feedback to drive operational improvements.

Skills

Attention to detail

Documentation skills

Verbal and written communication

Organizational skills

Interpersonal skills

Self-starter

Microsoft Office proficiency

Problem-solving

Education

Bachelor's degree in accounting or related field

Job description

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.

Requirements

• 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.
• 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.