Lead Client Servicing Associate

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+ y ears of relevant experience .