Job 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:  

  • 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.  <...

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