Account Manager

Job Summary: 

Account Service Delivery Managersare responsible forestablishing, maintaining, and managing strong relationships with Clearwater’s clients, serving as the main point ofcontactand ensuringongoingclient 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 asa strong internal advocate on their behalf. Bymaintaining knowledge of product enhancements and the changing investment accounting industry, they play a crucial roleproviding valuable insights to empower our clients tooptimize their investment operations, ensuring client satisfaction and driving business growth. 

Responsibilities: 

• Plans and oversees the fulfillment ofaccurate 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 usingClearwater and advises how toleverage 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 investmentaccounting. 

• Working knowledge ofstructured products, derivatives, fixed-income securities,etc.Preferred. 

• Self-starterwhoproactively seeks out solutions andexpertise. 

• Able to execute in a fast paced and sometimes ambiguous environment. 

• Strong computer skills, includingproficiency 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.  

Education and Experience:   

• Bachelor's degree in accounting or similar field,orrelevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations. 

• 3+years ofrelevantexperience.