clearwateranalytics

clearwateranalytics

Lead Client Servicing Associate

Office - Chicago

Sponsorship not specified$60k-$85kDetected 1 day ago
AccountingExcelCommunicationCollaborationProblem SolvingMentoring

About the role

  • They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams.

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.
  • Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
  • Manage workflow based on productivity and quality metrics
  • Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Requirements

  • Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
  • Required Skills:

Nice to have

  • a basic knowledge of alternative security types preferred.

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.

Compensation

  • $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.

Benefits

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

Equal opportunity

  • Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.
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