Lead Client Servicing Associate - Clearwater Analytics Holdings : Job Details

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.

* 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.

What we offer:

* Business casual atmosphere in a flexible working environment

* Team focused culture that promotes innovation and ownership

* Access cutting edge investment reporting technology and expertise

* Defined and undefined career pathways allowing you to grow your own way

* Competitive medical, dental, vision, and life insurance benefits

* Maternity and paternity leave

* Personal Time Off and Volunteer Time Off to give back to the community

* RSUs as well as employee stock purchase plan and 401k with match

* Work from anywhere 3 weeks out of the year

* Work from home Fridays