Lead Client Servicing Associate

Clearwater Analytics Holdings-posted 4 months ago
$66,000 - $93,500/Yr
Full-time • Entry Level
New York, NY
1,001-5,000 employees
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
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Client Servicing Analysts 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.

  • 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.
  • 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.
  • health/vision/dental insurance
  • 401(k)
  • PTO
  • parental leave
  • medical leave
  • STD/LTD insurance benefits
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