Service Delivery Manager

**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. --------------------------------