Lead Client Servicing Associate
Clearwater Analytics(2 months ago)
About this role
Lead Client Servicing Associates provide operational support and maintain relationships with Clearwater’s global clients, focusing on investment and accounting matters. They act as the primary liaison between clients and internal teams to ensure accurate reporting and timely resolution of client inquiries. The role emphasizes driving client satisfaction and turning clients into advocates for Clearwater.
Required Skills
- Investment Accounting
- Financial Statements
- Amortization
- Interest Income
- Compliance
- Risk
- Performance Reporting
- Fixed Income
- Equity Investments
- Alternatives
+5 more
Qualifications
- Bachelor’s Degree in Accounting or Financial/Business-Related Field
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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