Sr. Subject Matter Expert - Client Servicing

2 Months ago • 7 Years +

Job Summary

Job Description

The Client Servicing Subject Matter Expert acts as a liaison between clients and internal teams, possessing expertise in a specific area. They translate client requirements into system applications, and design materials to meet a wide range of investment accounting and reporting needs. Responsibilities include delivering accurate and timely responses, communicating with a global team, strategizing with development teams, providing mentorship, improving processes, managing projects, and contributing to knowledge base documentation. They are expected to translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs.
Must have:
  • Deep knowledge in their area of expertise
  • Broad industry expertise in investment accounting
  • Can own multiple projects at a time
  • 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

Job Details

Job Summary: 

Client Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients.   

Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise. 

Responsibilities: 

  • Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs. 

  • Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics. 

  • Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics. 

  • Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes. 

  • Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs. 

  • Proactively work towards continuous improvement of processes, procedures, tools and resources within the team. 

  • Manage and consistently complete assigned projects and coordinate necessary resources. 

  • Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service. 

Required Skills:   

  • Possess deep knowledge in their area of expertise. 

  • Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles. 

  • Can own multiple projects at a time, achieving goals in creative and effective ways. 

  • 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 above in Accounting or Finance-related field, or experience in relevant area of specialization. 

  • 7+ yearsrelevant 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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