Lead Client Servicing Associate

clearwateranalytics; New York (NY); On-site; USD 66,000 - 94,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off (PTO)

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics in New York seeks a Client Servicing Analyst to deliver top-tier operational support and foster strong client relationships across investments and accounting matters.

You will address inquiries, provide timely financial statements and analytics, complete account setup and reconciliations, and collaborate with clients to enhance their experience with Clearwater's platform. Strong communication and attention to detail required.

Qualifications

• Bachelor's degree or higher in Accounting or Financial/Business-related field.
• 2+ years of relevant experience.
• Strong attention to detail and communication.
• Proficient in Microsoft Office.
• Experience with investment accounting and financial reporting.

Responsibilities

• Respond to client inquiries on investment accounting and analytics.
• Provide timely, accurate financial statements and analytics.
• Complete operational tasks: account setup, client lock-downs, reconciliation.
• Collaborate with clients to strengthen relationships and user experience.
• Use internal tools to reconcile investment data and validate data against market data.
• Prioritize workload based on productivity and quality metrics.
• Train and coach junior staff.

Skills

Investment accounting

Financial statements

Microsoft Office

Attention to detail

Documentation

Communication

Organization

Problem-solving

Education

Bachelor's degree in Accounting or Financial/Business-related field

2+ years of relevant experience

Tools

Microsoft Office

Job description

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities:

• Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets .
• Deliver timely and accurate information regarding Financial Statements & Analytics Reporting .
• Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation .
• Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user .
• Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions .
• Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
• Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work .
• Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams .
• Deal with some of the more complex client queries .
• Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work .

Required Skills:

• Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts .
• Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports .
• Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred .
• Prior experience in finance and/or accounting .
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Education and Experience:

• Bachelor's degree or higher in Accounting or Financial/Business-related field.
• 2+ y ears of relevant experience .

Salary Range

$66,000.00 - $93,500.00 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.

For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and 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.