Client Servicing Associate

Client Servicing Associates 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. 

• Assist in training and coaching more junior team members. 

Required Skills: 

• Good understanding of investment accounting financial statements amortization interest income and other accounting concepts. 

• Intermediate understanding of fixed income and equity investments. 

• Finance and/or accounting experience preferred. 

• 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.  

• 1+ years of relevant experience. 

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004 CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies asset managers and hedge funds to asset owners like corporations endowments and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow fueled by a strong foundation an ambitious vision and a commitment to delivering exceptional value to our clients partners and team members around the world. What started as a bold idea in Boise Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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