Subject Matter Expert – Client Servicing

• 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 valuable relationships and enhance their Clearwater user experience
• Validate investment data against third-party market data sources and use proprietary internal tools to reconcile investment transactions
• Navigate knowledge bases and documentation, using 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 other internal teams
• Handle complex client queries
• Assist in training, developing, and coaching junior staff members, and oversee their work

• 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
• Bachelor’s degree or higher in Accounting or Financial/Business-related field
• 5+ years of relevant experience