clearwateranalytics

Lead Client Servicing Associate

Office - Chicago

Sponsorship not specified$60k-$85kDetected 30 days ago

Account ManagementAccountingProcess ImprovementCommunicationTime ManagementOrganizational Skills

About the role

The Team: The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients.
Salary Range $60,000.00 - $85,000.00 This is the pay range the Company believes it will pay for this position at the time of this posting.
The Company reserves the right to modify this pay range at any time.

Contribute to process improvement and team building related to all the above responsibilities.
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
The team will collaborate with Account Management, Interfaces Product and Interfaces Testing on new development and enhancements for clients.
This role will report to the Interface Operations Team Lead.

Bachelor's degree in finance, Economics, Accounting, etc.
2+ years of experience working at a fund administrator, financial company, PB, custodians or asset manager.
Familiarity with various asset classes and financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) in a middle office capacity
Proven ability to effectively communicate with all levels of staff and management.

$60,000.00 - $85,000.00 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.

The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients.
Be part of a team who are the trusted point of contact within the firm to collaborate with internal and external stakeholders (Clients, Sales, AM, Vendors, PB's, Onboarding) to handle requests promptly and appropriately and communicate key product insights effectively.

This listing is sourced directly from clearwateranalytics's careers page and normalized into a canonical job model.