Subject Matter Expert - Client Servicing
Core
Develop and apply deep domain expertise in investment accounting to evaluate requirements and configure solutions for Clearwater's largest clients.
Role type
Senior IC subject matter expert (investment accounting)
Builds
System configurations, process designs, implementation materials, and SOPs for the Clearwater platform
Domain
Financial services / Investment accounting
Required skills
Investment accounting principles, regulatory knowledge, process design, system configuration, project management, mentoring, Excel, documentation
Preferred skills
Accounting qualification (ACCA, CA, ACA), experience in fund accounting or corporate treasury, process improvement
Technologies
Clearwater platform, Microsoft Office, Excel
Responsibilities
Translate client business requirements into system configuration and process design, deliver accurate responses to client inquiries, manage assigned projects and coordinate resources, handle escalations, support process automation, and provide instruction and coaching to colleagues