Implementation Associate
Core
Aiding the onboarding process for new clients onto the company's SaaS platform and service model, customizing solutions for accounting, compliance, and risk analysis.
Role type
Implementation Associate
Builds
Customized SaaS platform solutions for client onboarding
Domain
Financial services / Investment accounting
Required skills
Understanding of TVOM, duration, yield, returns, and risk exposures; Intermediate Technical Skills in Excel; Knowledge of investment accounting policies and procedures; Securities or financial markets experience; Project management skills; Strong computer skills including Microsoft Office; Attention to detail and documentation skills; Verbal and written communication skills; Organizational and interpersonal skills; Problem-solving abilities
Preferred skills
Knowledge of investment accounting policies and procedures; Securities or financial markets experience involving derivatives, alternatives, structured products, and/or fixed income; Project management skills
Technologies
Excel; Microsoft Office; Relational databases; SQL
Responsibilities
Demonstrates deep understanding of Clearwater's core value proposition and communicates it to clients; Takes charge of the onboarding process for clients onto Clearwater's platform; Conducts comprehensive training sessions for Clearwater's clients; Communicates project status, issues, and risks; Troubleshoots and resolves customer issues; Manages client and internal stakeholder relationships; Provides consultancy services to clients; Identifies and escalates risks and issues to the Project Manager; Applies acquired skills, procedures, and best practices in decision-making; Delivers accurate, timely, and comprehensive responses to routine inquiries
Seniority
Mid-level, hands-on IC
