Lead Client Servicing Associate

Clearwater Analytics

. Manage client inquiries and requests across investment accounting, asset classes, and financial markets .

Posted 10/22/2026full-timeUnited StatesSenior💰 $60,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment accounting and financial reporting, with strong capabilities in client relationship management and problem-solving. Proficient in using internal tools for transaction reconciliation and compliance oversight.

Highest-signal resume keywords

Investment AccountingFinancial StatementsClient Relationship ManagementMicrosoft Office ProficiencyProblem-Solving Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AccountingFinancial StatementsAmortizationInterest IncomeFixed Income InvestmentsEquity InvestmentsAlternative Security TypesCompliance ReportingRisk ReportingPerformance Reporting

Soft Skills

Attention to DetailDocumentation SkillsVerbal Communication SkillsWritten Communication SkillsOrganizational SkillsInterpersonal Skills

Tools & Technologies

Proprietary Internal ToolsKnowledge BasesDocumentation Resources

Industry Keywords

Investment AccountingFinancial MarketsClient InquiriesOperational TasksReconciliation Validation

About the role

Key responsibilities & impact

Manage client inquiries and requests across investment accounting, asset classes, and financial markets
Deliver timely and accurate information regarding financial statements and analytics reporting
Complete operational tasks such as account setup, client lockdowns, compliance, and reconciliation validation
Collaborate directly with clients to build relationships and enhance their Clearwater user experience
Validate investment data against third-party market data sources
Use proprietary internal tools to reconcile investment transactions
Navigate knowledge bases, documentation, internal tools, and resources to proactively solve client queries and problems
Manage workflow based on productivity and quality metrics, prioritizing high-importance or critical work
Take on team and client-related long-term projects involving collaboration with internal teams
Handle complex client queries
Assist in training, developing, and coaching junior staff members, and conduct oversight of their work

Requirements

What you’ll need

Bachelor’s degree or higher in Accounting or Financial/Business-related field
2+ years of relevant experience
Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
Familiarity with Accounting, Compliance, Risk, and Performance reports
Intermediate understanding of fixed income and equity investments
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

Benefits

Comp & perks

health/vision/dental insurance
401(k)
PTO
parental leave
medical leave
STD/LTD insurance benefits