Client Servicing Associate
Core
Client Servicing Associate managing day-to-day relationships with institutional investors (asset managers, insurers, pension funds) to resolve enquiries, validate data, and ensure smooth investment operations on Clearwater's SaaS platform.
Role type
Client Servicing Associate
Builds
Investment accounting, reporting, and analytics services for institutional clients
Domain
Fintech / Investment Management
Deliverable
client delivery
Required skills
Investment accounting knowledge, Financial statements analysis, Data validation and reconciliation, Account setup and compliance, Microsoft Office proficiency, Financial market understanding
Preferred skills
Finance or accounting internship experience, Investment operations background
Technologies
Clearwater SaaS platform, Microsoft Office
Responsibilities
Manage client relationships and respond to enquiries, Deliver timely financial statements and analytics reports, Handle operational tasks like account setup and compliance validation, Validate investment data against third-party sources, Proactively solve client queries using internal resources, Prioritize workload based on productivity and quality metrics
Seniority
Entry-level to Mid-level
