Lead Client Servicing Associate

Clearwater Analytics Holdings Inc. Boise , ID 83701

Posted 2 months ago

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.

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Lead Client Servicing Associate

Clearwater Analytics Holdings Inc.