Lead Client Servicing Associate

21 Hours ago • 3 Years +

Job Summary

Job Description

Lead Client Servicing Associates are responsible for providing top-notch operational support and building strong relationships with Clearwater's global clients. They handle inquiries related to investment and accounting matters, serving as a crucial link between clients and internal teams. They are expected to deliver prompt, accurate, and comprehensive responses to client queries, with the ultimate goal of resolving a significant number of issues and turning clients into enthusiastic advocates. They manage client inquiries on various topics, deliver timely information, complete operational tasks, collaborate with clients, validate investment data, navigate knowledge base, manage workflow, take on projects, deal with complex queries, and assist in training junior staff.
Must have:
  • Manage client inquiries on various topics across investment accounting.
  • Deliver timely and accurate information regarding Financial Statements.
  • Complete operational tasks such as account set up and reconciliation.
  • Validate investment data against third-party market data sources.
  • Strong understanding of investment accounting concepts.
  • Familiarity with Accounting, Compliance, Risk, and Performance reports.
  • Prior experience in finance and/or accounting.
  • 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.
Good to have:
  • Intermediate understanding of fixed income and equity investments.
  • A basic knowledge of alternative security types preferred.

Job Details

Job Summary: 

Lead 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 analysts 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. 

  • Deal with some of the more complex client queries. 

  • Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work. 

 

Required Skills: 

  • Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. 

  • Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports. 

  • Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. 

  • Prior experience in finance and/or accounting. 

  • 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 higher in Accounting or Financial/Business-related field.  

  • 3+ years of relevant experience. 

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About The Company

Clearwater Analytics is a global industry-leading SaaS solution which automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio performance reporting, data aggregation, reconciliation, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing.

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