Subject Matter Expert - Client Servicing, Hedge Funds

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

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking a Client Servicing SME to translate client requirements into system configurations, processes and SOPs. You will deliver precise, timely responses and collaborate with a global team to resolve complex issues in investment accounting and reporting.

The role also involves mentoring teammates, designing training materials, and driving continuous improvement across onboarding, processes, and knowledge documentation.

Qualifications

• Bachelor’s degree or higher in Accounting/Finance related field.
• 1+ years of relevant experience in client servicing or accounting.
• Experience in investment accounting and reporting beneficial.
• Strong written and verbal communication skills required.

Responsibilities

• Translate client requirements into system applications, processes and SOPs.
• Provide accurate, timely responses to inquiries in written and spoken form.
• Collaborate with global teams to resolve complex client issues.
• Work with development teams to improve onboarding and processes.
• Mentor teammates and create training materials and SOPs.
• Drive continuous process improvements and resource alignment.
• Manage assigned projects and coordinate necessary resources.
• Contribute to knowledge base and self-service initiatives.

Skills

Deep domain knowledge

Investment accounting expertise

Multi-project ownership

Advanced MS Office

Attention to detail

Documentation skills

Strong communication

Organizational skills

Problem-solving

Education

Bachelor’s degree or higher in Accounting/Finance

1+ years relevant experience

Job description

Job Summary

Client Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients. Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise.

Responsibilities

• Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs.
• Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics.
• Effectively communicate and collaborate with a global team to accurately 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 our client on-boarding experience, shorten delivery periods, and develop repeatable, scalable processes.
• Spread your 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.

Required Skills

• Possess deep knowledge in their area of expertise.
• Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles.
• Can own multiple projects at a time, achieving goals in creative and effective ways.
• 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 above in Accounting or Finance-related field, or experience in relevant area of specialization.
• 1+ years’ relevant experience.

Salary Range

Salary Range $88,800.00 - $115,200.00 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

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 the Company

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.