Recognized as one of AMERICA'S MOST LOVED WORKPLACES® for five consecutive years and a Built In Best Places to Work for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
Responsible for the day-to-day direction and coordination of activities of staff required to provide service, support and repair of company products to customers. May coordinate staff involved in a combination of activities such as order processing, consumer relations, sales support, reviewing warranty claims and problems, processing customer returns and exchanges and expediting service and repairs. Responds to customer inquiries regarding status of orders, service and repairs; investigates and resolves critical production, shipping and scheduling problems; provides special pricing for non-standard items; and interfaces with key customers to resolve problems and discrepancies. Provides liaison with key customers. Coordinates information with staff such as changes in product availability, delivery schedules and the like.
Responsibilities:
- Supervises a team of project specialists in partnership with project managers that work with our clients while exceeding customer expectations.
- Delegates projects and while exercising strong communication between clients and internal departments.
- Maintains knowledge of the life cycle of financial events of mutual funds, VA and VUL companies.
- Support management in meeting or exceeding company, regional, and site goals
- Facilitates, manages, and evaluates advancement of service representatives and directs projects into well-defined paths of successful completion.
- Manages staffing and allocates resources, bringing help from other teams as needed to ensure all staffing needs are being met.
- Provides support by providing performance feedback for direct reports, assists in problem solving, and promotes career growth to foster a team environment.
- Leads continuous improvement efforts by analyzing trends and implementing solutions to accommodate business processes and ongoing changes.
- Identifies and provides training and development for team members to help them successfully perform their essential job functions.
- Helps identify equipment and product needs by working with facility, and sales to justify business needs and product needs to achieve customer satisfaction goals
- Addresses issues that are escalated by providing solutions for grievances, and disciplinary activity to increase morale.
- Establishes relationships with clients and sales to grow the business.
- Assist in proposal reviews for both new and existing business, making sure requirements are in line with Service Center abilities.
Qualifications:
- In depth knowledge of Mutual Fund and Insurance Services, including regulatory compliance and transactional filings required, including Sarbanes Oxley, XBRL, GAAP, and shareholder report regulation SX
- A Bachelor's Degree or equivalent experience in a client-focused, project or product management environment. Knowledge of printing or mailing is a plus.
- Ability to lead multi-functional groups, motivate, train and evaluate staff, and manage customer reporting on progress, costs, etc.
- Must have a complete understanding of process design and analysis and organizational planning
- Must be self-motivated and driven individual who is willing to take the initiative. Must be a leader and believe in strong commitment to values
- Willing to make difficult decisions. Approachable, flexible, and integrity beyond reproach
- Good interpersonal skills are needed to resolve any performance problems or conflicts between team members. The Service Delivery Supervisor also communicates with sales and clients to discuss project feature benefits, risks, and alternatives. Attention to detail and good documentation skills is also important in this position.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
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At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from [email protected] . If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via [email protected] (this email is for general TA questions and is not used for updates on your application status). #BI-Remote
DFIN Compensation & Benefits Highlights
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Healthcare Strength — Core medical, dental, and vision coverage begins on day one, complemented by disability and life insurance plus FSA/HSA options. Feedback suggests the breadth of coverage is competitive and supported by wellness and mental health resources.
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Retirement Support — A 401(k) savings plan with company matching is available, alongside an employee stock purchase program that offers discounted share ownership. Feedback suggests retirement support is anchored in defined-contribution programs following the wind-down of the legacy pension.
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Parental & Family Support — Paid parental leave for both parents, adoption assistance, return‑to‑work support, and paid short‑term disability are part of the offering. Feedback suggests these family-focused policies are a notable strength within the package.
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What We Do
DFIN is a leading global risk and compliance solutions company. We provide domain expertise, software and data analytics for every stage of our clients’ business and investment lifecycles. Markets fluctuate, regulations evolve, technology advances, and through it all, DFIN delivers confidence with the right solutions in moments that matter.
Why Work With Us
DFIN is shaping global markets and is an environment where you can bring your whole self to work and do your best work every day. We are a values-based culture in which you can build a rewarding career.
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Employees engage in a combination of remote and on-site work.
We operate in a fully flexible work environment. Our employees can continue to work remotely, our offices remain open and available for collaboration.


