A career as a Service Delivery Manager will provide you with the opportunity toestablishand maintain strong relationships with some of the largest insurers, asset managers,corporationsand/or government entities as you manage daily client engagement, reporting, and operational performance. You will be critical to our client retention whileutilizingyour 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.  

The Client Servicing Team supports JUMP ULF(Unit Linked Fund)Insurance clients. The teamis responsible forthe on-going servicing of existing clients andseeksto improve clients’ day-to-day workflow by increasing their knowledge of the front-back officeasset management platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.

This role plans and oversees enterprise-level support and servicing activities for clients. Develop client relationship and understanding of client business product installations toidentifyservice needs by working closely with clients to solve complex investment operations challenges, as well as a high degree of collaboration with internal teams.

Responsibilities

• Collaborate directly with clients to build and own valuable relationships and ensure their success

• Manages Client Engagement Model & client health reporting

• Manage client inquiries & deliveraccurate, daily trading balances, risk metrics, compliance reporting, and performance values

• Find opportunities toestablishextra value to clients outside of day-to-day servicing

• Prioritize and coordinate projects across large and strategic clients

• Handle complex ULF requests

• Provide client training on best practices around daily operational & trading support using Clearwater

• 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 todemonstratethe value of support offered to clients andidentifybusiness opportunities for expanded support. 

• Proactively seek ways to add value to your team & Clearwater 

Requirements

• Previousexperience working in software editor,assuranceor asset management; ideally in a client servicing, client success, business analyst, or product management role

• Knowledge of insurance and/or asset management operations, investment reporting, front-to-back officeworkflows, and financial instruments (fixed income, equities, derivatives)

• Experience working with external clients

• Dynamic problem solving, organisational and interpersonal skills

• Be naturally curious

• Commitment to agility, continuous learning, improvement, and operational excellence

• Excellent verbal and written communication skills

• An intense desire to learn something new and improveon a daily basis

Desired Experience and Skills

• Engineering background or technical affinity (A programming Language [Python, C/C++, R, JavaScript, VBA], SQL, data reconciliation, API workflows) is a plus