Lead Client Servicing Analyst
Clearwater Analytics(2 months ago)
About this role
Client Servicing Analysts provide operational support and act as the primary point of contact for Clearwater’s global clients, addressing inquiries related to investment and accounting matters. They ensure timely, accurate responses and validate investment data to help clients effectively use Clearwater’s platform and become advocates for the service.
Required Skills
- Investment Accounting
- Financial Statements
- Reconciliation
- Microsoft Office
- Communication
- Problem Solving
- Client Relationships
- Data Validation
- Documentation
- Compliance
Qualifications
- Bachelor's Degree in Accounting or Finance
About Clearwater Analytics
clearwateranalytics.comClearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
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