MeridianRecruiter Since 2001
the smart solution for Meridian jobs

Service Delivery Manager- Insurance Division

Company: Clearwater Analytics
Location: Boise
Posted on: May 23, 2020

Job Description:

The Clearwater Client Servicing Team supports clients' daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients' day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients' teams, and we collaborate with them to ensure our product meets their current and future needs.

Clearwater is seeking candidates with Insurance experience and a commitment to client success. This role plans and oversees enterprise-level support and servicing activities for clients. Develop client relationship and understanding of client business product installations to identify service needs by working closely with clients to solve complex investments reporting and portfolio accounting challenges, as well as a high degree of collaboration with internal teams and will be located in Boise, ID. Open to remote employees.

Responsibilities:


  • Collaborate directly with clients to build and own valuable relationships and ensure their success
  • Manage client inquiries & deliver accurate, daily trading balances, risk metrics, compliance reporting, and performance values
  • Find opportunities to establish extra value to clients outside of day to day servicing
  • Prioritize and coordinate projects across large and strategic clients
  • Handle complex investment accounting, performance, risk, and compliance requests
  • Provide client training on best practices around daily operational & trading support using Clearwater
  • Advise on how to leverage Clearwater's flexible reporting in monthly/quarterly client statements
  • Reconcile investment activity using custodial and client's OMS data
  • Proactively seek ways to add value to your team & Clearwater

    What we look for:


    • Bachelor's Degree and 3+ years of directly relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, or Investment Operations
    • Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, etc
    • Persuasive, clear and concise communication
    • Commitment to agility, continuous learning, improvement and operational excellence
    • Competitiveness, creativity, curiosity, passion and drive
    • Professional certifications i.e. CPA and CFA are desirable
    • Prior experience with SQL, Python or other databases & coding languages is desirable

      What we offer:


      • Headquarters in the heart of downtown Boise
      • Business casual atmosphere in a flexible working environment
      • Team focused culture that promotes innovation and ownership
      • Access to cutting edge investment reporting technology and expertise
      • Continual learning, professional development and growth opportunities
      • Competitive salary and benefits package; including health, vision and dental
      • Additional benefits including PTO, 401(k) with 4% employer match
      • Maternity and Paternity leave

        About Clearwater Analytics--

        Clearwater Analytics-- is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.

        Clearwater aggregates, reconciles, and reports on more than $3 trillion in assets across thousands of accounts daily for our Fortune 500 clients.

Keywords: Clearwater Analytics, Meridian , Service Delivery Manager- Insurance Division, Executive , Boise, Idaho

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


Management Leaders - Own Your Own Franchise
Description: Own A Franchise br br 40 BUSINESS CATEGORIES br br PROVEN BUSINESS MODELS br br FIND OUT HOW BUSINESS OWNERS CAN EARN MORE br br Have you ever thought about owning your own business (more...)
Company: WilliamsonHeckt
Location: Boise
Posted on: 05/25/2020

Regional Sales Manager - Own a Franchise
Description: Own A Franchise br 40 BUSINESS CATEGORIES br PROVEN BUSINESS MODELS br FIND OUT HOW BUSINESS br OWNERS CAN EARN MORE br Have you ever thought about owning your own business If so, now is the (more...)
Company: WilliamsonHeckt
Location: Boise
Posted on: 05/28/2020

Management Leaders - Become a Franchise Owner
Description: Own A Franchise 40 BUSINESS CATEGORIES PROVEN BUSINESS MODELS FIND OUT HOW BUSINESS OWNERS CAN EARN MORE Have you ever thought about owning your own business If so, now is the perfect time to look into (more...)
Company: WilliamsonHeckt
Location: Boise
Posted on: 05/24/2020


Management Leaders - Own Your Own Franchise
Description: Own A Franchise 40 BUSINESS CATEGORIES PROVEN BUSINESS MODELS FIND OUT HOW BUSINESS OWNERS CAN EARN MORE Have you ever thought about owning your own business If so, now is the perfect time to look into (more...)
Company: WilliamsonHeckt
Location: Boise
Posted on: 05/28/2020

Medical Director in Boise, ID
Description: Medical Director opening in Boise, Idaho. This and other physician jobs brought to you by DocCafe.com Medical Director Needed in Boise, IDI
Company: Samuel Contract Staffing
Location: Boise
Posted on: 05/20/2020

EVENT MANAGER
Description: EVENT MANAGER Location United States - Idaho - Boise Industry Construction Trades - Other Job Category Sales Marketing - Business Development New Accounts We are looking for Event Manager to help us grow (more...)
Company: Reliant Tech, Inc.
Location: Boise
Posted on: 05/18/2020

Management Leaders - Own your own Business
Description: Own A Franchise40 BUSINESS CATEGORIESPROVEN BUSINESS MODELSFIND OUT HOW BUSINESSOWNERS CAN EARN MOREHave you ever thought about owning your own business If so, now is the perfect time to look into franchise (more...)
Company: WilliamsonHeckt
Location: Boise
Posted on: 05/28/2020

Management Leaders - Become a Franchise Owner
Description: Own A Franchise40 BUSINESS CATEGORIESPROVEN BUSINESS MODELSFIND OUT HOW BUSINESSOWNERS CAN EARN MOREHave you ever thought about owning your own business If so, now is the perfect time to look into franchise (more...)
Company: WilliamsonHeckt
Location: Boise
Posted on: 05/28/2020

Service Delivery Manager- Insurance Division
Description: The Clearwater Client Servicing Team supports clients' daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the (more...)
Company: Clearwater Analytics
Location: Boise
Posted on: 05/23/2020

OSP PROGRAM MANAGER
Description: OSP PROGRAM MANAGER br br Department: Operations br br Reports to: Director - OSP br br SUMMARY: Provide overall vision, team leadership, and management addressing key dimensions including (more...)
Company: KGPCo
Location: Boise
Posted on: 05/17/2020

Log In or Create An Account

Get the latest Idaho jobs by following @recnetID on Twitter!

Meridian RSS job feeds