Service Delivery Associate - United States
1 day ago
Job description
Hours:
11:30am - 8:00pm EST
Summary:
Provide subject matter technical and customer assistance to clients on the implementation and configuration of new and existing customers using the company's proprietary document management, and composition system: ArcReporting.
The objective of the Service Delivery Associate is to support our proprietary online financial reporting application, ArcReporting. This application produces quarterly, semi-annual, and annual reports for mutual funds and other investment companies. The Service Delivery Associate will work directly with the clients providing technical services. The Service Delivery Associate will be responsible for understanding the flow of data and the interconnectedness of mutual fund financial information and how it flows through the platform.
Responsibilities:
- Work closely with customers to gather requirements and set up accounts on the company's proprietary document management and composition platform.
- Configure systems/templates for new clients to meet specific requirements.
- Provide day to day service of the systems for the customer and answer questions or assist in resolving data and formatting issues, provide recommendations on new/unique situations pertaining to styles or data, and process more difficult changes/requests.
- Troubleshoot client issues with the systems and work to resolve functionality related issues and escalate technical issues to the appropriate response teams.
- Data mapping and processing (includes understanding and writing of business rules as it relates to client data)
- Statement building (ensuring proper flow of data from databases to automated output-ready statements)
- Provide training to clients regarding the use, functionality and navigation of the systems and system functionality enhancements.
- Prepare general use guides and develop client specific documentation and templates.
- May assist with version upgrades and UAT testing to ensure a seamless product migration. Provide feedback on product functionality enhancements based on interactions with customers
- Performs other related duties and participates in special projects as assigned.
Qualifications:
- Bachelor's degree OR demonstrated ability to meet the job requirements through a comparable number of years of work experience.
- Minimum 2 years' of professional work experience in Financial or Information Systems
- Experience in client support or customer facing role
Preferred Skills:
- Able to consistently apply applicable policies, procedures, regulations, and program objectives when carrying out the duties of the job.
- May provide oversight of work conducted by junior level staff and/or review/audit work for accuracy.
- Must have advanced knowledge of technology to include computers and software programs such as MS Office word processing, spreadsheets or other programs specific to financial reporting in order to complete job duties successfully.
- Must have excellent oral and written communication skills to communicate effectively across departments when completing assignments.
- Must have strong organizational skills with ability to manage deadlines and prioritize workload and make adjustment to meet business needs.
- Must be able to work weekends and holidays if needed.
- Experience with customer support and ticketing system (Zendesk)
Similar jobs
· Summary: · Provide subject matter technical and customer assistance to clients on the implementation and configuration of new and existing customers using the company's proprietary document management, and composition system: ArcReporting. · The objective of the Service Delive ...
2 days ago
The Service Delivery Associate works directly with clients to develop comprehensive plans for coordinating the production of client documents and ensuring compliance with customer expectations. · ...
1 week ago
Job summary : Receives , organizes , stores , pulls and ships merchandise / supplies used to fulfill customer orders . Assemble and build industrial and hydraulic hose upon receiving proper training and guidance . Assist customers on Bridgestone HosePower 's retail counter with ...
2 weeks ago
As a SurgiNet Systems Analyst you are responsible for consulting with clients on current workflows and configurations provide upgrade support and ongoing system maintenance. · ...
1 month ago
Join a dynamic team at the pulse of global markets where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. · The role is responsible for achieving service agreement objectives ensuring compliance with customer ...
1 month ago
· Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while ...
2 days ago
The Director will be responsible for managing and leading projects through all stages, ensuring brand compliance, quality, budget and on time delivery. · ...
1 week ago
Supervises production team in assigned department(s). Improve safety quality delivery productivity and cost. Increase team skills and capabilities. · ...
1 week ago
We take pride in our team members and our team members take pride in Domino's Pizza Being the best pizza delivery company in the world requires exceptional team members working together. ...
1 month ago
We are proud to have become a shining example of what's possible when the brightest professionals dedicate themselves to making a difference in the healthcare industry, and in people's lives.Join us and discover the support to do more meaningful work—and enjoy a more rewarding li ...
1 week ago
The Licensed Practical Nurse is a proactive member of an interdisciplinary team who ensures patients receive individualized high-quality safe patient care. They practice in a clinical environment administered by Nurse Managers and function under the direction of the Registered Nu ...
1 week ago
Join Our Team at Tallahassee State College · Career Development Specialist Opportunity · Tallahassee State College is thrilled to announce a full-time grant-funded opening for the position of Career Development Specialist – P10022 with DOC – Dade Correctional Institution. We are ...
1 day ago
We take pride in our team members and our people come first. Domino's Pizza Being the best pizza delivery company requires exceptional team members working together. · ...
1 month ago
Job summaryWe take pride in our team members and our team members take pride in Domino's Pizza Being the best pizza delivery company in the world requires exceptional team members working together. At Domino's Pizza, our people come first. · ...
1 month ago
Explore a World of Career Opportunities as a Mail Carrier with USPSRole OverviewUSPS is accepting applications for Rural Carrier Associates nationwide. · ...
3 days ago
Tallahassee State College (TSC), recently recognized as one of the Most Promising Places to Work in Community Colleges for 2025, is excited to announce a full-time grant-funded opening for the position of Career Development Specialist – P05611 with DOC – Lowell Correctional Insti ...
2 days ago
The Associate Partner Customer Success is accountable for post-sale customer relationships. · Directly accountable for Net Revenue Retentions (NRR), renewal forecast accuracy, expansion pipeline progressions across assigned accounts. · Serve as the primary executive contact for c ...
2 weeks ago
Tallahassee State College is thrilled to announce a full-time grant-funded opening for the position of Career Development Specialist in Crestview FL with DOC – Gulf Correctional Institution. · ...
1 week ago
Provides care to the obstetrical patient during the antepartum and intrapartum phases of pregnancy. · Applies knowledge of the labor and delivery process through the application and interpretation of the fetal/uterine tracing, · evaluation of sterile examinations, · ...
2 weeks ago
Explore a World of Career Opportunities as a Mail Carrier with USPS · Delivering and collecting mail while interacting with customers along the route. · ...
2 days ago