About the role
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
.
Required Skills
Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
.
Fi nance 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.