Lead Client Servicing Associate

Overview

Lead Client Servicing Associate role at Clearwater Analytics delivering operational support and building relationships with global clients on investment and accounting matters, acting as a link between clients and internal teams.

What you'll do

• Manage client inquiries and requests on various topics across investment accounting, asset classes and financial markets.
• Deliver timely and accurate information regarding Financial Statements and Analytics Reporting.
• Complete operational tasks such as account set up, client lockdowns, compliance, and 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.
• Navigate the knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
• Manage workflow based on productivity and quality metrics, prioritizing 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.

What you'll need

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

Nice to have

• Basic knowledge of alternative security types.

Details

• Location: Mumbai office.