About this role

Establish and maintain strong relationships with clients and stakeholders.
Manage daily client engagement, reporting, and operational performance.
Ensure quality servicing and operational performance within delivery standards.
Develop client relationships and expand networks.
Collaborate with sales and support groups to demonstrate value and identify opportunities.

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.
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.
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.

Account Manager

Key skills