Join to apply for the Lead Client Servicing Associate role at Clearwater Analytics (CWAN).
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 associates 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.
#J-18808-Ljbffr