Clearwater Analytics

Client Servicing Team Lead

Clearwater Analytics(24 days ago)

Chicago, ILOnsiteFull TimeManager$85,000 - $144,000Client Servicing
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About this role

The Client Servicing Team Lead manages a team of client servicing professionals to drive client success and operational excellence. The role focuses on building a collaborative team culture, enabling cross-functional initiatives with product and sales, and maintaining strong client relationships across finance and investment operations.

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Required Skills

  • Microsoft Excel
  • VBA
  • Microsoft Office
  • Communication
  • Documentation
  • Problem Solving
  • Interpersonal Skills
  • Client Relations
  • Performance Management
  • Data Analysis

+6 more

Qualifications

  • Bachelor’s Degree in Accounting
  • Bachelor’s Degree in Finance
  • Bachelor’s Degree in Business
  • Bachelor’s Degree in Mathematics
  • Bachelor’s Degree in Sciences
Clearwater Analytics

About Clearwater Analytics

clearwateranalytics.com

Clearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.

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