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