Subject Matter Expert - Client Servicing - PMS

Responsibilities: 

• Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs. 

• Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics. 

• Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics. 

• Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery periods, and develop repeatable, scalable processes. 

• Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs. 

• Proactively work towards continuous improvement of processes, procedures, tools and resources within the team. 

• Manage and consistently complete assigned projects and coordinate necessary resources. 

• Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service. 

Required Skills:   

• Possess deep knowledge in their area of expertise. 

• Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles. 

• Can own multiple projects at a time, achieving goals in creative and effective ways. 

• 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. 

Education and Experience: 

• Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization. 

• 5+ years’ relevant experience.