Lead Client Servicing Associate

About the role

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.

What you'll do

• 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
• 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

What you need

• 2–5 years in customer support & success
• Customer service
• Financial statements
• MS Office
• Problem solving
• Reconciliation
• B.Com or BBA

Good to have

• Capital markets