Client Servicing Associate

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients.

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

These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

• 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.