About this role
Job Summary: 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.
Required Skills:
• Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. • Finance and/or accounting experience preferred. • 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.