Lead Client Servicing Associate
Clearwater Analytics(6 months ago)
About this role
Lead Client Servicing Associate responsible for delivering operational support and building strong relationships with Clearwater’s global clients. The role handles inquiries on investment and accounting matters, validates investment data, and acts as a liaison between clients and internal teams to drive timely, accurate issue resolution and client satisfaction.
Required Skills
- Investment Accounting
- Financial Statements
- Amortization
- Interest Income
- Compliance
- Risk Management
- Performance Reporting
- Fixed Income
- Equity Investments
- Alternative Investments
+7 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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