Lead Client Servicing Associate

Work set-up: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

Bachelor's degree in Accounting or related field., At least 2 years of relevant finance or accounting experience., Strong understanding of investment accounting and financial statements., Proficiency in Microsoft Office and excellent communication skills..

Key responsibilities:

  • Manage client inquiries across investment and financial topics.
  • Provide timely and accurate financial reports and analytics.
  • Handle operational tasks like account setup and compliance validation.
  • Build relationships with clients and collaborate with internal teams.

Clearwater Analytics logo
Clearwater Analytics Large https://www.clearwateranalytics.com/
1001 - 5000 Employees
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Job description

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. 

What we offer

  • Business casual atmosphere

  • Team focused culture that promotes innovation and ownership

  • Access cutting edge investment reporting technology and expertise 

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

  • PTO and volunteer time off to give back to the community 

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

  • Work from anywhere 3 weeks out of the year 

  • Work from home Fridays

  • Maternity and paternity leave

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Office
  • Problem Solving
  • Communication
  • Organizational Skills
  • Detail Oriented
  • Social Skills

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