Lead Client Servicing Associate
Job Summary
Job Description
Lead Client Servicing Associates are responsible for delivering top-notch operational support and building strong relationships with global clients. They address inquiries related to investment and accounting matters, acting as a vital link between clients and internal teams. They provide prompt, precise, and comprehensive responses to client queries, aiming to efficiently resolve issues and ensure client satisfaction. Responsibilities include managing client inquiries, delivering information on financial statements, completing operational tasks, collaborating with clients, validating investment data, using internal tools, managing workflow, taking on projects, handling complex queries, and assisting in training junior staff.
Must have:
- Strong understanding of investment accounting and financial concepts.
- Familiarity with accounting, compliance, risk, and performance reports.
- Intermediate understanding of fixed income and equity investments.
- Prior experience in finance and/or accounting.
- 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.
6 skills required
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 Lead 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.
- 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.
- 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.
- Bachelor’s degree or higher in Accounting or Financial/Business-related field.
- 2+ years of relevant experience.
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About The Company
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally.
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