Lead Client Servicing Associate

2 weeks ago


Boise, United States Clearwater Analytics Holdings Inc. Full time

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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