Lead Client Servicing Associate

Job Summary: 

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. 

What we offer:

• Business casual atmosphere in a flexible working environment 

• Team focused culture that promotes innovation and ownership 

• Access cutting edge investment reporting technology and expertise

• Defined and undefined career pathways allowing you to grow your own way 

• Competitive medical, dental, vision, and life insurance benefits

• Maternity and paternity leave 

• Personal Time Off and Volunteer Time Off to give back to the community

• RSUs as well as employee stock purchase plan and 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays