Lead Client Servicing Associate

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 Lead 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.