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 , from the daily user to decision maker level.

They are viewed by our clients as a trusted advisor, solving complex investment reporting and portfolio accounting challenges, and acting as a strong internal advocate on their behalf. By maintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial role providing valuable insights to empower our clients to optimize their investment operations, ensuring client satisfaction and driving business growth.

Responsibilities:

• Plans and oversees the fulfilment of accurate daily reporting support and service for clients, ensuring quality servicing, adherence to SLAs, and operational performance in line with SOPs.
• Coordinate and execute resolution of service incidents and escalation of technical issues.
• Manages Client Engagement Model & client health reporting; including planning and leading remote and in-person client engagement meetings and driving platform usage.
• Provides client training on best practices around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements.
• Develops client relationships and expands network at those organizations, understanding client business and product needs.
• Provides guidance and mentorship to Analysts in the team.
  
  

Required Skills:

• Working knowledge of financial services and investment accounting.
• Working knowledge of structured products, derivatives, fixed-income securities, etc. Preferred.
• Self-starter who 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.
• HKGAAP, IFRS, HK Regulatory Reporting, Insurance Accounting.
  
  

Education and Experience:

• Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
• 6+ years of relevant experience

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