Sr. Account Manager

Dormont Manufacturing Co; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

CWAN is seeking an Account Service Delivery Manager to strengthen client relationships and oversee service delivery across reporting and operations.

The role requires deep knowledge of investment accounting and strong stakeholder management to drive client satisfaction and retention.

Qualifications

• Bachelor’s degree in accounting or similar field or relevant experience in Investment Operations.
• 5+ years of experience in investment operations or financial services.
• Strong knowledge of investment accounting and financial services.

Responsibilities

• Acts as the window into CWAN for clients, ensuring expectations are met.
• Understand client priorities and activate CWAN resources across sales, products, and operations.
• Ensure client engagement from daily users to decision-makers.
• Plan and oversee accurate daily/monthly/quarterly/annual reporting support and service for clients.
• Manage Client Engagement Model & client health reporting.
• Ensure quality servicing and performance within delivery standards.
• Manage delivery metrics and provide guidance to analysts.
• Provide training to clients and coordinate daily inquiries and projects.
• Develop client relationships and expand network within organizations.
• Strategic planning of service delivery to drive usage and reduce downtime and costs.
• Collaborate with sales and support to demonstrate value and identify opportunities.
• Maintain knowledge of product enhancements and evolving investment accounting industry.
• Aggregate client feedback to improve operations and product offerings.

Skills

Investment accounting knowledge

Client relationship management

MS Office

Documentation skills

Communication skills

Problem solving

Education

Bachelor’s degree in accounting or related field

Job description

A career as an Account Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest corporations, government entities, pension plans, endowments, and foundations as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention and commercial growth 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

• Acts as the window into CWAN for our clients, ensuring that CWAN is meeting and exceeding our clients’ expectations.
• Understand your client’s strategic priorities and activate CWAN resources across sales, products, and operations in support
• Ensures client engagement from the daily user to the decision-maker level of the client.
• Plan and oversee 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).
• 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.