Lead Client Servicing Associate
Clearwater Analytics(1 month ago)
About this role
Client Servicing Analysts provide operational support and act as the primary liaison between Clearwater and its global clients, ensuring clients receive accurate and timely responses to investment and accounting inquiries. The role focuses on enhancing client experience and promoting client advocacy by resolving issues efficiently and coordinating with internal teams.
Required Skills
- Investment Accounting
- Financial Statements
- Amortization
- Interest Income
- Fixed Income
- Equity Investments
- Reconciliation
- Data Validation
- Microsoft Office
- Documentation
+4 more
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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