Sr. Account Manager

Responsibilities

• Acts as the window into CWAN for our clients, ensuring that CWAN is meeting and exceeding our clients’ expectations.
• Understand your client’s strategic priorities and activate CWAN resources across sales, products, and operations in support.
• Ensures client engagement from the daily user to the decision-maker level of the client.
• Plan and oversee the fulfillment of accurate daily/monthly/quarterly/annual reporting support and service for clients.
• Manages Client Engagement Model & client health reporting.
• Ensures quality servicing and operational performance within the parameters of delivery standards (standard operating procedures).
• Manages delivery metrics.
• Provides guidance and mentorship to analysts.
• Provides training to clients.
• Collaborates with sales and support groups to demonstrate the value of support offered to clients and identify business opportunities for expanded support.
• Maintains knowledge of product enhancements and the changing investments accounting industry.
• Helps aggregate client feedback and provides guidance to improve operationally and expand the product offering.

Requirements

• Working knowledge of financial services and investment accounting.
• Working knowledge of structured products, derivatives, fixed-income securities, etc. (preferred).
• Self-starter 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.

Qualifications

• Bachelor's degree in accounting or similar field or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations.
• 5+ Years of experience.

Benefits

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits