Lead Client Servicing Associate

Job Summary:  Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.     Responsibilities:  • Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.  • Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.  • Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.  • Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.  • Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.  • Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.  • Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.  • Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.  • Deal with some of the more complex client queries.  • Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.  Required Skills:  • Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.  • Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.  • Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.  • Prior experience in finance and/or accounting.  • Strong computer skills, including proficiency in Microsoft Office.   • Excellent attention to detail and strong documentation skills.   • Outstanding verbal and written communication skills.   • Strong organizational and interpersonal skills.  • Exceptional problem-solving abilities.   Education and Experience:    • Bachelor’s degree or higher in Accounting or Financial/Business-related field.   • 2+ years of relevant experience.