Finance & Investments Service Delivery Leader

• 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, Fin Tech, 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.

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Hard Skills

• financial services
• investment accounting
• structured products
• derivatives
• fixed-income securities
• reporting support
• delivery metrics
• client engagement
• service delivery
• documentation skills

Soft Skills

• attention to detail
• verbal communication
• written communication
• organizational skills
• interpersonal skills
• problem-solving
• mentorship
• strategic planning
• self-starter
• proactive

Certifications & Qualifications

• Bachelor's degree in accounting