Lead Client Servicing Associate
Core
Deliver operational support and resolve client inquiries regarding investment accounting, financial statements, and analytics reporting for Clearwater's global clients.
Role type
Senior Client Servicing Associate (Investment Accounting)
Builds
Financial Statements & Analytics Reporting, account setups, and reconciliation validations
Domain
Financial Services / Investment Accounting
Deliverable
dashboards & analysis
Required skills
Investment accounting, Financial statements, Fixed income, Equity investments, Microsoft Office, Reconciliation, Compliance, Data validation
Preferred skills
Alternative security types, Proprietary internal tools
Responsibilities
Manage client inquiries on investment accounting and asset classes; Deliver timely Financial Statements & Analytics Reporting; Complete operational tasks like account setup and reconciliation; Validate investment data against third-party sources; Manage workflow based on productivity metrics; Assist in training and coaching junior staff
Seniority
Mid-level, hands-on IC with mentorship duties