Lead Client Servicing Associate

Job Summary:

Lead Client Servicing Associate Are Responsible For Delivering Top-Notch Operational Support And Fostering Strong Relationships With Clearwater'S Global Clients. They Excel In Addressing Inquiries Related To Investment And Accounting Matters, Serving As A Vital Link Between Clients And Internal Teams. These Analysts Play A Pivotal Role In Delivering Prompt, Precise, And Comprehensive Responses To Client Queries, With The Ultimate Objective Of Efficiently Resolving A Substantial Number Of Issues While Ensuring That Clients Become Enthusiastic Advocates Of Clearwater.

Responsibilities:

• Serve As The Primary Point Of Contact For Client Inquiries & Requests Manage  On Various Topics Across Investment Accounting, Asset Classes, And Financial Markets.

• Deliver In Timely And Effective Solutions To Client Problems.

• Complete Operational Tasks Such As Account Set Up, Client Lockdowns, Compliance, Reconciliation Validation.

• Collaborate Directly With Clients To Build Valuable Relationships And Enhance Their Experience As A Clearwater User.

• Effectively Navigates Through Knowledge Base And Documentation, Using Internal Tools And Resources To Proactively Solve Client Queries And Problems.

• Manage Workflow Based On Productivity And Quality Metrics; Organizing Your Day To Prioritize High Importance Or Critical Work.

• Deal With Some Of The More Complex Client Queries.

Required Skills:

• Familiarity With Buy-Side Operations Workflow Is Preferred.

• Intermediate Understanding Of Fixed Income And Equity Investments; A Basic Knowledge Of Alternative Security Types Preferred.

• Prior Experience In Finance And/Or Accounting.

• Strong Computer Skills, Including Proficiency In Microsoft Office.

• Excellent Attention To Detail And Strong Documentation Skills.

• Excellent English Communication Skills, Both Verbal And Written. Proficiency In Chinese (Cantonese/Mandarin) Is Preferred.

• Strong Organizational And Interpersonal Skills.

• Exceptional Problem-Solving Abilities.

Education And Experience:

• Bachelor’S Degree Or Higher In Accounting Or Financial/Business-Related Field.

• 2-3 Years Of Relevant Experience.