Client Servicing Associate

Clearwater Analytics GmbH; Frankfurt; Vor Ort; EUR 42.000 - 65.000; Vollzeit

Zusammenfassung

Clearwater Analytics is expanding its EMEA team in Frankfurt and seeks Client Servicing Associates to support institutional investors with investment accounting, reporting, and analytics on Clearwater's cloud-native platform. You will work with asset managers, insurers, pension funds, and more, delivering timely responses and accurate data.

Ideal candidates hold a Bachelor's degree in Finance or related field, are fluent in German and English, and have internship experience in finance or

Qualifikationen

• Bachelor's degree or higher in Finance, Accounting, Economics, Maths, or related discipline.
• Business fluency in German and English.
• Finance internship experience or related exposure preferred.

Aufgaben

• Manage the day-to-day relationship with Clearwater's global clients, becoming a trusted contact for investment accounting, reporting, and analytics.
• Respond to client inquiries across investment accounting, asset classes and markets with clear, accurate answers.
• Deliver timely information on Financial Statements and Analytics Reporting to keep clients informed.
• Handle account setup, client lockdowns, compliance and reconciliation validation with precision.

Kenntnisse

Client servicing

Finance knowledge

German & English fluency

Microsoft Office

Ausbildung

Bachelor's degree in Finance or related

Tools

Excel

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. We're looking for Client Servicing Associates to join our EMEA team and help us deliver a world-class service to some of the region's most sophisticated investors. This is a fantastic opportunity to sit at the heart of the client experience. You'll work directly with clients (asset managers, insurers, pension funds and more), resolving enquiries, validating data, and helping their investment operations run smoothly on Clearwater's leading SaaS platform. Whether you're a recent graduate eager to launch your career in fintech, or an experienced professional with a background in investment accounting or client servicing, we'd love to hear from you. We've recently opened a brand-new office in Frankfurt's Opernturm, home to a brilliant and rapidly growing local team, a clear signal of our long-term commitment to the DACH market, where a growing number of organisations are choosing our cloud-native, front-to-back platform for investment management.

What You'll Do

• Manage the day-to-day relationship with a portfolio of Clearwater's global clients, becoming a trusted point of contact for their investment accounting, reporting, and analytics needs.
• Respond to client enquiries across investment accounting, asset classes and financial markets, delivering clear, accurate answers that build confidence in the platform.
• Deliver timely and accurate information on Financial Statements and Analytics Reporting, keeping clients informed and reassured.
• Handle core operational tasks, such as account set-up, client lockdowns, compliance and reconciliation validation, with precision and care.
• Validate investment data against third-party market sources, using Clearwater's proprietary tools to reconcile transactions accurately.
• Get hands‑on with our knowledge base and internal resources, proactively solving client queries before they become bigger problems.
• Juggle a busy workload with confidence, prioritising by productivity and quality metrics so the most important work always gets done first.
• Take on team and client-related projects that stretch your skills and connect you with colleagues across Clearwater.

What We're Looking For

• We welcome applicants from a wide range of backgrounds.
• You might come from accounting, finance, or a related discipline, or bring hands‑on experience in investment operations.
• What matters most is your curiosity, client focus, and drive to deliver.
• A basic understanding of financial markets and or core accounting concepts.
• Finance and or accounting internship experience preferred
• Strong computer skills, including confidence with Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organisational and interpersonal skills.
• An exceptional problem‑solving mindset, calm under pressure.
• A Bachelor's degree or higher in Finance, Accounting, Economics, Maths, or related discipline
• Business fluency in German and English

Why Clearwater Analytics?

• Be part of a high‑growth, global fintech that's transforming investment management with the industry’s most comprehensive cloud‑native platform for institutional investors across global public and private markets.
• Join a collaborative, supportive EMEA team with real opportunities for career development.
• Work with leading institutional clients across the DACH region and beyond.
• Competitive compensation, comprehensive benefits, and a culture that values your contribution and provides real opportunity to build a career.

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.