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Fintech • Software • Financial Services
The Data & Recon Team Lead oversees intelligence gathering, data analysis, team performance, and operational efficiency while fostering team development and client success.
Top Skills:
MS Office
Fintech • Software • Financial Services
The Sr. Service Delivery Manager manages client relationships and operational performance, ensuring quality service delivery and client satisfaction. This role involves strategic planning, client engagement, and collaboration with internal teams.
Top Skills:
MS Office
Fintech • Software • Financial Services
Lead client implementations and onboarding, identify improvement opportunities, develop expertise in financial reporting, and provide training materials. Collaborate with teams to address client needs and strengthen industry knowledge.
Top Skills:
ClearwaterGeneral Ledger SystemsJIRAMS OfficeMonday.ComPeoplesoftSalesforceWorkday
Fintech • Software • Financial Services
The Service Delivery Manager manages client engagement, ensures quality servicing, reports operational performance, and provides mentorship while developing client relationships. This role requires strong relationship management within the financial services sector and focuses on minimizing downtime by proactively addressing client needs.
Top Skills:
MS Office
Fintech • Software • Financial Services
The IT Support Specialist coordinates and troubleshoots technical issues, provides third-tier support, and assists new hires with IT tools, ensuring effective operational support and documentation.
Top Skills:
Azure Active DirectoryIntuneJAMFLinux DistributionsmacOSMS OfficeWindows
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Fintech • Software • Financial Services
The Service Delivery Manager role involves managing client engagement, operational performance, and reporting to maintain strong client relationships and ensure high service quality. Responsibilities include training clients, guiding analysts, resolving inquiries, and collaborating with sales for expanded support opportunities.
Top Skills:
MS Office
Fintech • Software • Financial Services
The Lead Client Servicing Associate will manage the client onboarding process for custom financial reporting solutions, translating client requirements into effective reporting outputs while collaborating with various teams.
Top Skills:
JavaJavaScript
Fintech • Software • Financial Services
Provide first-line client support for hedge fund and institutional investment clients, resolving queries about trading, positions, valuations, and operational processes.
Top Skills:
ExcelPortfolio Management PlatformsTrade Support Platforms
Fintech • Software • Financial Services
Client Servicing Analysts provide operational support, manage client inquiries related to investment and accounting, and ensure client satisfaction through effective communication and problem-solving.
Top Skills:
MS Office
21 Days AgoSaved
Fintech • Software • Financial Services
Lead onboarding of new clients onto Clearwater's SaaS platform, conducting training, collaborating cross-functionally, and ensuring delivery milestones are met while communicating with stakeholders.
Top Skills:
ExcelMS OfficeSaaS
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