Hedge Fund Client Services Expert & Solutions Architect

Clearwater Analytics, LLC; New York (NY); On-site; USD 89,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking Client Servicing Subject Matter Experts who act as domain experts, liaising between clients and internal teams. They develop and apply expertise on Clearwater systems to evaluate requirements and configure solutions for investment accounting and reporting needs for Clearwater's largest clients.

As trusted experts, they make informed decisions, mentor teammates, and contribute to client success while delivering clear guidance in both written and verbal

Qualifications

• Bachelor’s degree or higher in Accounting or Finance, or equivalent relevant experience.
• 1+ years’ relevant experience.
• Deep knowledge in investment accounting and industry standards.
• Excellent written and verbal communication and strong documentation skills.

Responsibilities

• Translate the client requirements into specific system applications, process design, implementation materials/training and SOPs.
• Trusted to deliver accurate, timely and thorough responses to inquiries in written and verbal contexts, with the ability to simplify multiple complex topics.
• Effectively communicate and collaborate with a global team to resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics.
• Strategize with development teams to enhance our product offering, improve client onboarding, shorten delivery periods, and develop repeatable, scalable processes.
• Spread knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs.
• Proactively work towards continuous improvement of processes, procedures, tools and resources within the team.
• Manage and consistently complete assigned projects and coordinate necessary resources.
• Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service.

Skills

Investment accounting expertise

Project management

MS Office proficiency

Attention to detail

Documentation skills

Verbal communication

Written communication

Organizational skills

Problem-solving abilities

Education

Bachelor’s degree in Accounting or Finance-related field

Job description

Clearwater Analytics is seeking Client Servicing Subject Matter Experts who act as domain experts, liaising between clients and internal teams. They develop and apply expertise on Clearwater systems to evaluate requirements and configure solutions for investment accounting and reporting needs for Clearwater's largest clients.

As trusted experts, they make informed decisions, mentor teammates, and contribute to client success while delivering clear guidance in both written and verbal