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Client Relations & Operations Associate

Job in Clearwater, Pinellas County, Florida, 34623, USA
Listing for: Clearwater Analytics, Ltd
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Clearwater is looking for a Client Servicing Analyst to deliver operational support and build strong relationships with clients. Responsibilities include managing account setups, validating investment data, and collaborating with clients to enhance their overall experience. The ideal candidate should have at least 1 year of relevant experience in finance or accounting, strong communication skills, and proficiency in Microsoft Office.

This role offers an opportunity to influence client advocacy positively.
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Position Requirements
10+ Years work experience
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