Lead Client Servicing Associate
Clearwater Analytics (company site, opens in a new tab)2+ yrsMumbaiOn-siteDirect career pageEst. 7–12 LPA
Posted 12h ago
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Job description
Structured overview of role & requirements
About This Role
- Manage and resolve complex client inquiries related to investment accounting, asset classes, and financial markets to ensure client satisfaction.
- Deliver timely, accurate financial statements and analytics reporting while handling operational tasks such as account setup, compliance, and reconciliation validation.
- Lead client relationship management efforts and participate in team projects, including training and oversight of junior staff.
Minimum Requirements
- Bachelor’s degree or higher in Accounting or Financial/Business-related field.
- Minimum 2 years of relevant experience in finance or accounting.
- Strong understanding of investment accounting, financial statements, and related concepts.
- Proficiency in Microsoft Office and ability to use internal proprietary tools for data validation and reconciliation.
Ideal Candidate Profile
- Experienced in managing complex client queries within investment accounting and financial reporting environments.
- Capable of operating independently to prioritize tasks based on productivity and quality metrics in a client-facing role.
- Skilled in training and mentoring junior staff while engaging in collaborative internal projects.