Lead Client Servicing Associate

**Job Summary:**  Lead Client Servicing Associates 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:**  * Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.  * Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.  * 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.  * Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.  * 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.  * Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.  * Deal with some of the more complex client queries.  * Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.  **Required Skills:**  * Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.  * Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.  * 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.   * Outstanding verbal and written communication skills.   * 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+ years of relevant experience.