Lead Client Servicing Associate

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

Benefits offered by this job

health/vision/dental insurance

401(k)

PTO

parential leave

medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics seeks a client services professional in New York to handle inquiries on investment accounting, asset classes, and markets. You will deliver timely financial statements and analytics, assist with onboarding, and validate data against third‑party sources.

You will train and mentor junior staff while collaborating with internal teams to optimize client experience and accuracy. Strong communication and detail orientation are essential.

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 2+ years of relevant experience.
• Proficiency in Microsoft Office.

Responsibilities

• Respond to client inquiries across investment accounting, asset classes, and markets.
• Deliver timely financial statements and analytics reporting.
• Support onboarding and compliance tasks; reconcile data with third-party sources.
• Coach junior staff and support cross-team projects.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Accounting concepts

Microsoft Office

Verbal communication

Written communication

Attention to detail

Organizational skills

Interpersonal skills

Education

Bachelor’s degree in Accounting or related field

2+ years of relevant experience

Job description

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+ years of relevant experience.

Salary Range

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.

Benefits

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

Equal Opportunity Statement

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.

About 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.

Diversity Statement

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.