обновлено 10 дней назад
Client Service Delivery Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Delivery Manager (Fintech): Managing end-to-end client relationships and delivering investment management software solutions for insurers and asset managers with an accent on regulatory reporting, investment accounting, risk, and performance requirements. Focus on advising clients on HGB-compliant accounting and Solvency II reporting, coordinating complex requests, and improving daily operational workflows.
Location: Office - Frankfurt, Germany
Company
provides investment management and asset owner software solutions, supporting insurers and asset managers with reporting, regulatory, portfolio accounting, risk, and performance workflows.
What you will do
- Own end-to-end client relationships and act as the primary contact for client stakeholders.
- Advise clients on investment management software, operational workflows, reporting, accounting, risk, and performance requirements.
- Provide subject matter expertise on HGB-compliant accounting and Solvency II reporting.
- Manage inquiries and deliver daily trading balances, risk metrics, compliance reporting, and performance values.
- Coordinate projects across large and strategic clients and handle complex investment accounting, performance, risk, and compliance requests.
- Train clients on platform best practices, identify opportunities to add value, and mentor Analysts.
Requirements
- 7+ years of relevant experience in investment management, insurance, fintech, investment accounting, financial services, or investment operations.
- Bachelor's degree in accounting, finance, or a similar field, or relevant professional experience.
- Working knowledge of financial services, investment accounting, structured products, derivatives, fixed-income securities, and multi-asset portfolio accounting.
- Experience working with external clients and managing multiple client engagements in a fast-paced environment.
- Strong computer, documentation, organizational, interpersonal, communication, and problem-solving skills.
- Fluency in German and English is required.
Culture & Benefits
- Work as an extension of clients’ teams to improve their day-to-day workflows.
- Collaborate with clients and internal teams to address current and future operational needs.
- Join a dedicated local team supporting Clearwater’s expansion across the DACH region.
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