About this role
Job Summary: We are seeking motivated and detail-oriented New Graduates to join our dynamic team at Clearwater. This position is designed for recent or soon to be graduates who are eager to kick-start their careers in a fast-paced environment, with opportunities to engage in client servicing, implementation, and reconciliation. Successful candidates will play a crucial role in supporting our clients and ensuring smooth operations while developing critical skills across multiple functions.
Please note: This job posting is intended as a collection point for resumes. If your qualifications align with our needs, we will reach out to you regarding potential opportunities in any of our new graduate positions.
Potential Responsibilities:
• Respond to a variety of client inquiries related to investment accounting, system onboarding, and operational issues, ensuring prompt and thorough resolution. • Build and maintain strong relationships with clients, enhancing their experience and addressing their questions with professionalism and urgency. • Investigate and resolve discrepancies, applying strong analytical and problem-solving skills to deliver accurate solutions. • Manage multiple priorities and deadlines, adapting to changes and new challenges as they arise. • Handle operational tasks such as account setup, compliance checks, and reconciliation validation, demonstrating exceptional attention to detail. • Collaborate with internal teams to complete long-term projects that support client needs and operational efficiencies. • Utilize proprietary tools and resources to validate investment data against third-party market data and proactively resolve issues for clients. • Organize daily workflow based on productivity and quality metrics, prioritizing tasks to ensure high-quality outcomes.
Required Skills:
• Basic understanding of investment accounting, financial statements, and other accounting concepts. • Preferred experience or coursework in finance, accounting, or a related field. • Proficiency in Microsoft Office and strong computer skills. • Excellent attention to detail and strong documentation abilities. • Outstanding verbal and written communication skills. • Strong organizational and interpersonal skills. • Exceptional problem-solving and critical thinking abilities.
Education and Experience:
• Bachelor’s degree or higher in Accounting, Finance, Business, or a related field.
What we offer
• Business casual atmosphere • Team focused culture that promotes innovation and ownership • Access cutting edge investment reporting technology and expertise • RSUs as well as employee stock purchase plan and 401k with match • PTO and volunteer time off to give back to the community • Defined and undefined career pathways allowing you to grow your own way • Work from anywhere 3 weeks out of the year • Work from home Fridays • Maternity and paternity leave