Lead Client Servicing Associate
Description
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:
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Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets .
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Deliver timely and accurate information regarding Financial Statements & Analytics Reporting .
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Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation .
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Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user .
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Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions .
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Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
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Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work .
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Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams .
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Deal with some of the more complex client queries .
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Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work .
Required Skills:
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Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts .
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Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports .
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Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred .
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Prior experience in finance and/or accounting .
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Strong computer skills, including proficiency in Microsoft Office.
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Excellent attention to detail and strong documentation skills.
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Outstanding verbal and written communication skills.
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Strong organizational and interpersonal skills.
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Exceptional problem-solving abilities.
Education and Experience:
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Bachelor’s degree or higher in Accounting or Financial/Business-related field.
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2+ y ears of relevant experience .
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