Lead Client Servicing Associate
Core
Lead Client Servicing Associate managing day-to-day relationships with institutional clients (asset managers, insurers, pension funds) to resolve enquiries, validate data, and ensure smooth investment operations on Clearwater's SaaS platform.
Role type
Lead Client Servicing Associate (Investment Operations)
Builds
Cloud-native, front-to-back investment management platform for institutional investors
Domain
Financial Services / Investment Management / Fintech
Deliverable
client delivery
Required skills
Investment accounting, Financial statements analysis, Analytics reporting, Data validation and reconciliation, Account set-up and compliance, Microsoft Office proficiency, Problem-solving
Preferred skills
Institutional client experience, Commercial awareness, Team mentorship
Technologies
Clearwater proprietary tools, Microsoft Office
Responsibilities
Manage day-to-day client relationships for investment accounting and reporting needs; Respond to client enquiries across asset classes and financial markets; Deliver timely Financial Statements and Analytics Reporting; Handle core operational tasks including account set-up, client lockdowns, and compliance validation; Validate investment data against third-party market sources; Coach and mentor junior team members
Seniority
Lead, hands-on IC with mentorship responsibilities
