Clent Servicing Associate
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.
•
Assist in training and coaching more junior team members.
Required Skills
•
Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
•
Intermediate understanding of fixed income and equity investments.
•
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.
•
1+ years of relevant experience.