Lead Client Servicing Associate

Clearwater Analytics; Frankfurt; Vor Ort; EUR 65.000 - 90.000; Vollzeit

Zusammenfassung

Clearwater Analytics seeks a Lead Client Servicing Associate for its EMEA team, servicing a portfolio of sophisticated clients including asset managers, insurers and pension funds. You’ll resolve enquiries, validate data, and ensure smooth operation of Clearwater's SaaS platform from the new Frankfurt Opernturm office.

You’ll interact with clients on accounting, analytics and reporting, build trust, and mentor junior colleagues while growing with the DACH expansion and global fintech culture.

Qualifikationen

• Strong understanding of financial markets and/or core accounting concepts.
• Prior experience working with institutional clients is 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.
• Business fluency in German and English.

Aufgaben

• Manage day-to-day relationship with a portfolio of global clients for investment accounting, reporting, and analytics.
• Respond to client enquiries across investment accounting and markets with clear, accurate answers.
• Deliver timely information on Financial Statements and Analytics Reporting.
• Build credibility with sophisticated clients as a dependable partner.
• Handle core operational tasks such as account setup, client lockdowns, and reconciliation validation.
• Validate investment data against third-party market sources using proprietary tools.
• Leverage knowledge base and internal resources to proactively solve client queries.
• Prioritize workload by productivity and quality metrics.
• Contribute to client strategy and retention through servicing excellence.
• Lead or participate in projects and coach junior team members.

Kenntnisse

Financial markets

Core accounting

Microsoft Office

Attention to detail

Documentation

Communication (oral & written)

Organization

Interpersonal skills

Problem-solving

Calm under pressure

Ausbildung

Bachelor's degree or higher in Finance, Accounting, Economics, Maths, or related discipline

Tools

Microsoft Office

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 Lead 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. This role suits someone who wants to grow at the intersection of client partnership, investment operations, product knowledge, and process innovation. 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.
• Build credibility with sophisticated clients as a dependable day-to-day partner.
• 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.
• Bring commercial awareness - understanding how servicing excellence drives retention, growth, and client strategy.
• Take on team and client-related projects that stretch your skills and connect you with colleagues across Clearwater.
• Coach and mentor more junior team members.

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.

• Strong understanding of financial markets and/or core accounting concepts.
• Prior experience working with institutional clients is 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.

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.

EEO / Diversity

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, you may be just what we're looking for.