Lead Client Servicing Associate
UK Visa Sponsorship Analytics
Analytics are greyed out due to low classification confidence (54.0%).
Occupation Type
Bank and post office clerks
Occupation Code Skill LevelIneligible
Sponsorship EligibilityIneligible for Sponsorship
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Description
Job Summary:
Lead Client Servicing Associates 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 Lead Associates 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.
Responsibilities:
Lead Client Servicing Associates 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 Lead Associates 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.
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.
- 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.
- 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.
- Bachelor’s degree or higher in Accounting or Financial/Business-related field.
- 3+ years of relevant experience.
- Business casual atmosphere.
- Team focused culture that promotes innovation and ownership.
- Access to cutting edge investment reporting technology and expertise.
- Continual learning, professional development, and career progression including international mobility opportunities.
- A vast range of social and volunteering events.
- Competitive salary and benefits package; including Clearwater stock (RSUs), health and dental insurance, gym discounts, pension, and employee discount platform.
- Employee Stock Purchase Plan (ESPP).
- 3 weeks ‘work from anywhere’.