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.
Develop client relationships and expands network at those organizations, understanding client business and product needs.

5+ Years of experience.
Bachelor's degree in accounting or similar field or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
Working knowledge of financial services and investment accounting.
Working knowledge of structured products, derivatives, fixed-income securities, etc. preferred.
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.

Service Delivery Manager

Key skills