Lead Client Servicing Associate

Job Summary:
Client Servicing Analysts 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 .

- 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+ y ears of relevant experience .