Account Manager

Job Summary:

A career as a Service Delivery Account 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.

• Plan and oversee the fulfillment of accurate daily, monthly, quarterly, and annual reporting support and service for clients.
• Manage the Client Engagement Model and client health reporting.
• Ensure quality servicing and operational performance within the parameters of delivery standards and 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 participate in the resolution of daily client inquiries and projects.
• Develop client relationships and expand the network within those organizations, understanding client business and product needs.
• Strategically plan service delivery to drive usage, proactively provide 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 investment accounting industry.
• Help aggregate client feedback and provide guidance to improve operationally and expand the product offering.

• Working knowledge of financial services and investment accounting.
• Working knowledge of structured products, derivatives, fixed‑income securities, etc. (preferred).
• Self‑starter who proactively seeks solutions and expertise.
• Ability 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.

• Bachelor's degree in accounting or a similar field, or relevant experience in investment management.
• Experience in management, insurance, Fin Tech, investment accounting, financial services, or investment operations.
• 5+ years of experience.

We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply. You may be just what we’re looking for.