Lead Client Servicing Associate

Found in: Talent SG C2 - 1 week ago


Singapur, Singapore Clearwater Analytics Full time

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 Lead Associates 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 asset classes including fixed income, equity investments, derivatives and hedging; a basic knowledge of alternative security types preferred.  Understanding of investment accounting, financial statements, amortization, interest income, and various accounting standards; preferably knowledge of IFRS 9. Prior experience of investment accounting within any insurance firm is good to have. 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. Spoken languages - Cantonese or Mandarin is preferred.

Education and Experience:

Bachelor’s degree or higher in Accounting or Financial/Business-related field. 2+ years of relevant experience. ACCA or other accounting qualifications is preferred.
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