Client Servicing Associate

6 Minutes ago • 1 Years +

Customer Service

Job Description

Client Servicing Associates provide top-notch operational support and build strong relationships with Clearwater's global clients. They address investment and accounting inquiries, acting as a vital link between clients and internal teams. Their role involves delivering prompt, precise, and comprehensive responses to client queries, aiming to efficiently resolve issues and ensure clients become enthusiastic advocates of Clearwater.

Good To Have:

Finance and/or accounting experience preferred.

Must Have:

Manage client inquiries and requests on investment accounting, asset classes, and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks like account setup, client lockdowns, compliance, and reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their user experience.
Validate investment data against third-party market sources and reconcile investment transactions.
Navigate knowledge base and internal tools to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics, prioritizing critical work.
Take on team and client-related long-term projects, collaborating with internal teams.
Assist in training and coaching junior team members.
Good understanding of investment accounting, financial statements, amortization, and interest income.
Intermediate understanding of fixed income and equity investments.
Strong computer skills, including Microsoft Office proficiency.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Bachelor’s degree or higher in Accounting or Financial/Business-related field.
1+ years of relevant experience.

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Job Summary:

Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These associates play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities:

Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Assist in training and coaching more junior team members.

Required Skills:

Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Intermediate understanding of fixed income and equity investments.
Finance and/or accounting experience preferred.
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.