Client Servicing Associate

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 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 and requests on various topics across investment accounting, asset classes and financial markets.
• Deliver timely and accurate information regarding financial statements and analytics reporting.
• Complete operational tasks such as account set up, client lockdowns, compliance, and 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.
• Navigate through the knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
• Manage workflow based on productivity and quality metrics, organizing your day to prioritize high‑importance or critical work.
• Take on a variety of team‑ and client‑related, long‑term projects that may involve collaboration with other internal teams.
• Assist in training and coaching more junior team members.

• Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Intermediate understanding of fixed‑income and equity investments.
• Finance and/or accounting experience preferred.
• 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.

Bachelor’s degree or higher in accounting or a financial/ business‑related field; 1+ years of relevant experience.

We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply!