Lead Client Servicing Associate - Singapur, Singapore - Clearwater Analytics

    Clearwater Analytics
    Clearwater Analytics Singapur, Singapore

    1 week ago

    Default job background
    Full time
    Description

    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.