Client Servicing Subject Matter Expert - Client Servicing

Job Summary: 

Client Servicing SMEs are responsible for developing and applying deep domain expertise to evaluate requirements and configure solutions that meet a wide range of investment accounting and reporting needs for Clearwater’s largest clients. This role sits within our Asset Manager and Corporate Cash team, and we are looking for someone with an accounting background who can apply that knowledge to client accounting and reporting questions.

You are viewed as a trusted advisor across the business, translating client business requirements into system configuration, process design, implementation materials and SOPs. You strategise with development teams to enhance our product offering, improve the client onboarding experience, shorten delivery timeframes, and build repeatable, scalable processes.

The Clearwater Client Services Team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow through effective use of the Clearwater platform. We work as an extension of our clients’ teams, and collaborate with them to ensure our product meets their current and future needs.

Responsibilities:   

• Act as a subject matter expert on local regulatory and accounting topics

• Communicate and collaborate effectively across the business globally to resolve problems and deep domain client inquiries accurately and efficiently

• Translate client business requirements into specific system configuration, process design, implementation materials, training and SOPs

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

• Act as a trusted member of the team, with the confidence to make decisions and contribute to client success, whilst providing instruction and coaching to colleagues within your area of expertise

• Manage assigned projects and coordinate the resources required, including occasional work at client sites

• Effectively handle escalations and problems, whether internal or client-facing

• Consistently complete assigned projects, closing the loop internally and externally with concise communication

• Support process automation and monitor operational performance metrics such as efficiency, accuracy and timeliness

• Engage confidently with a range of audiences, including internal and external executive-level stakeholders

Requirements:

• Accounting qualification preferred (e.g. ACCA, CA, ACA)

• 3+ years of accounting experience, ideally in investment or fund accounting, asset management or corporate treasury

• Strong understanding of investment accounting principles, with the ability to quickly learn reporting and accounting systems, and one area of deep domain knowledge (e.g. accounting, cashflows, performance, compliance)

• Demonstrated experience of process improvement and mentoring or coaching

• Advanced Excel and Microsoft Office skills, with excellent attention to detail and strong documentation skills

• Outstanding verbal and written communication, organisational and problem-solving skills