Full-time jobs in Boise, ID

About the role

As a Service Delivery Manager, you'll be the trusted advisor our clients rely on — solving complex portfolio accounting challenges, building lasting relationships, and helping clients get the most out of our platform every day. This is a high-visibility client-facing role with real ownership: you'll manage the full client relationship lifecycle, from daily support to strategic engagement, and have a direct hand in driving client satisfaction and retention.

What you'll bring

• Working knowledge of financial services and investment accounting (NAV calculations, reconciliations, or investment reporting platforms)
• Proven ability to build and manage client relationships in a professional services or account management capacity
• Self-starter who proactively seeks out solutions in a fast-paced, sometimes ambiguous environment
• Strong documentation and reporting habits, with proficiency in Microsoft Office
• Bachelor's degree in accounting or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations
• 3+ years of relevant experience
• Working knowledge of structured products, derivatives, and fixed-income securities is a plus, but not required

Benefits