Account Manager
Job Summary
Job Description
- 5+ years of relevant industry experience or 3+ years of CWAN platform experience
- Bachelor's degree in Finance, Accounting, Economics, or related fields
- Strong understanding of investment management workflows
- Ability to cultivate strong client relationships
- Effective written and verbal communication skills
- Strong problem-solving abilities
- Execution and delivery focus
- Experience at buy-side, sell-side, admin, or competitor
- Organized and motivated performer
- Willingness to learn technical and operational competencies
- Strong collaboration and team-building skills
- Ability to manage competing priorities
2 skills required
Job Details
SME are responsible for the end-to-end client experience for the book of clients assigned to them. They are the ultimate owners of the client and responsible for their outcomes. They are both client experts and CWAN experts to champion their client’s success at CWAN. SME will work closely with client onboarding, product support and technology to deliver value-added solutions and a world-class experience for our clients.
What You’ll Do:
- Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues
- Manage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships
- Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution
- Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices
- Provide consultation on workflows and identify potential opportunities to expand relationship
- Proactively monitor client health via scorecards and develop remediation plans when necessary
- Conduct quarterly meetings with clients to obtain feedback on overall satisfaction
- Ensure clients are successful in meeting their goals with CWAN and are in a referenceable state
What You’ll Need:
- 5+ years of relevant industry experience (preferably at buy-side, sell-side, admin or competitor) or 3+ years of CWAN platform experience
- Bachelor’s degree required - Finance, Accounting, Economics, Financial Math or related fields is preferred.
- Strong understanding of investment management workflows and operations
- Organized, motivated performer; willing to learn technical and operational competencies
- Ability to cultivate and foster strong relationships with key client stakeholders
- Capable of independently managing clients with effective written and verbal communication
- Strong collaboration & team building skillset
- Ability to manage competing priorities and competent in planning systematically
- Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions
- Very strong execution and delivery focus – gets things done
Similar Jobs
Looks like we're out of matches
Similar Skill Jobs
Looks like we're out of matches
Jobs in Hong Kong
Looks like we're out of matches
Account Management Jobs
Looks like we're out of matches
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.
Get notified when new jobs are added by Clearwater Analytics
