Lead Client Servicing Associate
Core
Deliver operational support and resolve investment/accounting inquiries for Clearwater's global clients.
Role type
Senior IC client servicing associate (investment accounting)
Builds
Financial Statements & Analytics Reporting, account setups, compliance reconciliations
Domain
Financial services / Investment accounting
Deliverable
client delivery
Required skills
Investment accounting, Financial statements analysis, Fixed income, Equity investments, Reconciliation, Microsoft Office, Problem-solving
Preferred skills
Alternative security types knowledge, Training junior staff
Technologies
Proprietary internal tools, Knowledge base
Responsibilities
Manage client inquiries on investment accounting and asset classes; Validate investment data against third-party sources; Complete operational tasks like account setup and reconciliation; Collaborate with clients to enhance user experience; Navigate documentation to solve queries; Manage workflow based on productivity metrics; Assist in training and coaching junior staff.
Seniority
Mid-level, hands-on IC with mentorship
