Enfusion, a Clearwater Analytics company Logo

Enfusion, a Clearwater Analytics company

Lead Client Servicing Associate

Job Posted 25 Days Ago Posted 25 Days Ago
Be an Early Applicant
Hybrid
Boise, ID
Junior
Hybrid
Boise, ID
Junior
Lead Client Servicing Associates manage client inquiries on investment accounting and support high-quality relationships with global clients while resolving complex issues.
The summary above was generated by AI

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. 

What we offer

  • Business casual atmosphere

  • Team focused culture that promotes innovation and ownership

  • Access cutting edge investment reporting technology and expertise 

  • RSUs as well as employee stock purchase plan and 401k with match  

  • PTO and volunteer time off to give back to the community 

  • Defined and undefined career pathways allowing you to grow your own way 

  • Work from anywhere 3 weeks out of the year 

  • Work from home Fridays

  • Maternity and paternity leave

Top Skills

MS Office

Similar Jobs at Enfusion, a Clearwater Analytics company

Junior
Fintech • Software • Financial Services
Lead Client Servicing Associates manage client inquiries, deliver operational support, validate investment data, and train junior staff while enhancing client relations.
Top Skills: MS Office
Junior
Fintech • Software • Financial Services
Lead Client Servicing Associates manage client inquiries, provide operational support, and build client relationships while addressing complex financial queries.
Top Skills: MS Office
10 Hours Ago
Hybrid
Boise, ID, USA
Junior
Junior
Fintech • Software • Financial Services
The Software Development Engineer will design and implement software systems, collaborate with peers, write code, and continuously learn and improve skills.
Top Skills: AlgorithmsData StructuresModern Programming LanguagesObject-Oriented DesignSoftware-As-A-Service

What you need to know about the Chennai Tech Scene

To locals, it's no secret that South India is leading the charge in big data infrastructure. While the environmental impact of data centers has long been a concern, emerging hubs like Chennai are favored by companies seeking ready access to renewable energy resources, which provide more sustainable and cost-effective solutions. As a result, Chennai, along with neighboring Bengaluru and Hyderabad, is poised for significant growth, with a projected 65 percent increase in data center capacity over the next decade.
By clicking Apply you agree to share your profile information with the hiring company.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account