Client Operations Lead, Trade Data Interfaces

Clearwater Analytics, Ltd; Chicago (IL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics, Ltd is seeking a Lead Client Servicing Associate in Chicago. The role involves managing client relationships, resolving communication issues with third parties, and enhancing workflows.

The ideal candidate holds a Bachelor's degree in finance and has over 2 years of relevant experience in the financial industry. This position offers a salary range from $60,000 to $85,000, along with comprehensive benefits including health, dental, and PTO.

Qualifications

• 2+ years of experience at a fund administrator, financial company, or asset manager.
• Familiarity with various asset classes and financial instruments.
• Understands portfolio management, trading, and reconciliation workflows.

Responsibilities

• Proactively resolve 3rd party communication issues.
• Review daily and monthly activities for improvement.
• Collaborate to design workflows that transport trade and analytics data.

Skills

Attention to detail

Strong communication skills

Client relationship management

Problem-solving

Organization

Education

Bachelor’s degree in finance, Economics, Accounting

Job description

Clearwater Analytics, Ltd is seeking a Lead Client Servicing Associate in Chicago. The role involves managing client relationships, resolving communication issues with third parties, and enhancing workflows.

The ideal candidate holds a Bachelor's degree in finance and has over 2 years of relevant experience in the financial industry. This position offers a salary range from $60,000 to $85,000, along with comprehensive benefits including health, dental, and PTO.