Client Servicing Associate

Clearwater Analytics; United States; Remote; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics is seeking an Interface Operations professional to own priority queries, workflows, and projects across third party interfaces. The role collaborates with Account Management, Interfaces Product, and Interfaces Testing to deliver enhancements for clients, reporting to the Interface Operations Team Lead.

You’ll resolve third-party communication breaks, review daily and monthly activities, design client workflows for data transport to the Enfusion system, investigate

Qualifications

• Bachelor’s degree in finance, economics or accounting.
• Ability to communicate with all staff and management levels.
• Highly organized, fast learner in a fast-paced environment.

Responsibilities

• Proactive break resolution; third party communication for break handling.
• Review daily and monthly activities.
• Design workflows for interfaces transporting data to Enfusion.
• Investigate reconciliation queries and vendor data issues.
• Act as trusted contact with clients, vendors, and internal teams.

Skills

Communication skills

Organization

Time management

Problem solving

Fast learner

Education

Bachelor's degree in finance

Job description

The Interface Operations team is responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team will collaborate with Account Management, Interfaces Product, and Interfaces Testing on new development and enhancements for clients. This role will report to the Interface Operations Team Lead.

What You’ll Do:

• Proactive break resolution - 3rd party communication related to break resolution.
• Review of Daily and Monthly activities
• Contribute to process improvement and team building related to all the above responsibilities.
• Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
• Conduct investigation for reconciliation queries, resolving any issues relating to vendor data/prime broker data.
• Be part of a team who are the trusted point of contact within the firm to collaborate with internal and external stakeholders (Clients, Sales, AM, Vendors, PB’s, Onboarding) to handle requests promptly and appropriately and communicate key product insights effectively.

What You’ll Need:

• Bachelor’s degree in finance, Economics, Accounting, etc.
• Proven ability to effectively communicate with all levels of staff and management.
• Highly organized, self-driven, extremely quick learner, and able to work in a fast-paced environment.
• Strong organization and time management skills as this hire will both manage and need to get involved in technical problem solving.
• Beneficial to have: Some experience working at a fund administrator, financial company, PB, custodians or asset manager
• Beneficial to have: Familiarity with various asset classes and financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) in a middle office capacity
• Beneficial to have: Understanding of basic portfolio management concepts, including trading workflows and reconciliation workflows

Salary Range $54,000.00 - $70,000.00. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits:

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits

Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

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.