Lead Client Servicing Associate

9 Hours ago • 2 Years +

Job Summary

Job Description

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 include managing client inquiries and requests on various topics across investment accounting, financial statements, and financial markets; delivering timely and accurate information regarding financial statements and analytics reporting; completing operational tasks such as account setup, client lockdowns, compliance, and reconciliation validation; collaborating directly with clients to build valuable relationships and enhance their experience; validating investment data against third-party market data sources and using internal tools for reconciliation; and managing workflow based on productivity and quality metrics.
Must have:
  • Manage client inquiries on investment accounting.
  • Deliver timely and accurate financial reporting.
  • Complete operational tasks: account setup, compliance.
  • Collaborate with clients to build relationships.
  • Validate investment data and reconcile transactions.
  • Solve client queries using internal tools.
  • Manage workflow and prioritize critical work.
  • Handle complex client queries.
  • Assist in training junior staff.
  • Strong understanding of investment accounting.
  • Familiarity with accounting reports.
  • Intermediate understanding of fixed income/equity.
  • Prior experience in finance/accounting.
  • Proficiency in Microsoft Office.
  • Excellent attention to detail and documentation.
  • Outstanding communication skills.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
Good to have:
  • Basic knowledge of alternative security types.

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.  

  • 2+ years of relevant experience. 

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About The Company

Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.


Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.


For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.


With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.

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