Lead Client Servicing Associate

Clearwater Analytics • Chicago, IL

18h

About The Position

Client Servicing Analysts deliver operational support and build relationships with Clearwater's global clients. They address investment and accounting inquiries and connect clients with internal teams, providing prompt, accurate, and comprehensive answers to resolve issues and support a positive client experience. The role handles complex client queries and includes helping train, develop, and coach junior staff, as well as overseeing their work.

Requirements

• Bachelor’s degree or higher in Accounting or a financial- or business-related field.
• At least 2 years of relevant experience.
• Prior experience in finance and/or accounting.
• Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Familiarity with accounting, compliance, risk, and performance reports.
• Intermediate understanding of fixed-income and equity investments.
• 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.

Nice To Haves

• Basic knowledge of alternative security types.

Responsibilities

• Manage client inquiries and requests related to investment accounting, asset classes, and financial markets.
• Provide timely and accurate information about financial statements and analytics reporting.
• Complete operational tasks such as account setup, client lockdowns, compliance, and reconciliation validation.
• Work directly with clients to build relationships and improve their experience as Clearwater users.
• Validate investment data against available third-party market data and use internal tools to reconcile investment transactions.
• Use knowledge-base documentation, internal tools, and resources to proactively resolve client queries and problems.
• Manage workflow against productivity and quality metrics, prioritizing high-importance or critical work.
• Contribute to long-term team and client projects, collaborating with internal teams as needed.
• Handle complex client queries.
• Assist in training, developing, and coaching junior staff, and oversee their work.

Benefits

• Health insurance
• Vision insurance
• Dental insurance
• 401(k)
• PTO
• Parental leave
• Medical leave
• Short-term and long-term disability insurance benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Senior