Service Delivery Manager - Client Servicing

Jump Technology

Fully remote
Client relationship management
Investment accounting knowledge
Financial services industry
Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement

Job Summary

  • Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement.
  • Plans and oversees the fulfillment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs.
  • Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.

Matching Summary

Service Delivery Managers are responsible for establishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement.

Skills & Requirements

Must-have

  • Client relationship management
  • Investment accounting knowledge
  • Financial services industry
  • Platform usage training
  • Service incident resolution

Nice-to-have

  • Proactive problem solver
  • Fast-paced environment adaptability
  • Ambiguous environment adaptability

Key Requirements

  • 3+ years of relevant experience
  • Bachelor's degree or relevant experience
  • Working knowledge of financial services
  • Working knowledge of investment accounting

Work Rights

Not specified

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