Client Service Delivery Manager

Clearwater Analytics GmbH; Frankfurt; Vor Ort; EUR 90.000 - 130.000; Vollzeit

Zusammenfassung

Clearwater Analytics GmbH is seeking an experienced Client Relationship Manager to lead end-to-end engagement with DACH clients, including insurers and asset managers. You will act as a subject-matter expert on local regulatory and accounting topics, including HGB-compliant reporting and Solvency II alignment.

You will collaborate with clients to deliver accurate daily trading balances, risk metrics, and comprehensive regulatory reporting, while identifying opportunities to add value and mentor

Qualifikationen

• Bachelor's degree in accounting, finance or related field, or equivalent experience.
• 7+ years of relevant experience in investment management, financial services, or investment operations.
• Experience working with external clients and in German regulatory contexts (HGB).

Aufgaben

• Own end-to-end client relationships as primary contact for stakeholders.
• Collaborate with clients to build valuable relationships and ensure success.
• Advise on local regulatory topics including HGB and Solvency II reporting.
• Deliver daily trading balances, risk metrics, compliance reporting, and performance.
• Coordinate large, strategic client projects and provide training on Clearwater.

Kenntnisse

Financial services

German regulatory reporting

HGB reporting

Derivatives

Fixed-income

Multi-asset accounting

Client relationships

Problem solving

Verbal communication

Documentation skills

Microsoft Office

Ausbildung

Bachelor's degree in accounting/finance

Tools

Microsoft Office Suite

Jobbeschreibung

About the Opportunity

Clearwater is experiencing exceptional growth across the DACH region, with a rapidly expanding client base. As we deepen our footprint in one of Europe’s most sophisticated investment markets, we continue to build out a dedicated local team – and this role sits right at the heart of that expansion. This is a rare opportunity to join Clearwater at an inflection point: you will help shape how we serve DACH clients and establish yourself as a primary client relationship owner with some of the industry’s largest and most sophisticated insurers and asset managers.

Responsibilities

• Own the end-to-end client relationship, serving as the primary point of contact for various client stakeholders
• Collaborate directly with clients to build and own valuable relationships and ensure their success
• Act as a subject matter expert on local regulatory and accounting topics – including HGB-compliant accounting and Solvency II reporting – advising clients on how Clearwater’s platform supports their specific regulatory requirements.
• Manage client inquiries & deliver accurate, daily trading balances, risk metrics, compliance reporting, and performance values
• Find opportunities to establish extra value to clients outside of day-to-day servicing
• Prioritize and coordinate projects across large and strategic clients
• Handle complex investment accounting, performance, risk, and compliance requests
• Provide client training on best practices around daily operational & trading support using Clearwater
• Advise on how to leverage Clearwater's flexible reporting in monthly/quarterly client statements
• Proactively seek ways to add value to your team & the Clearwater Provides guidance and mentorship to Analysts in the team.

Required Skills

• Working knowledge of financial services and investment accounting, preferably experience in HGB and German regulatory reporting requirements
• Working knowledge of structured products, derivatives, fixed-income securities, and multi-asset portfolio accounting
• Proven experience working with external clients
• Self-starter who proactively seeks out solutions and expertise.
• Ability to execute with precision in a fast-paced, dynamic environment while managing competing priorities across multiple client engagements
• 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.
• Fluency in German and English

Education and Experience

Bachelor's degree in accounting, finance or similar field, or relevant experience in Investment Management, Insurance, FinTech, Investment Accounting, Financial Services, or Investment Operations. 7+ years of relevant experience.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we’re looking for.