Client success is our top priority. Clearwater Analytics is a technology company with a cloud service solution for investment data aggregation, reconciliation, accounting, and reporting. We’re looking for a talented and passionate individual to join our company and to lead a customer service team for our investment managers’ client base. Background in finance and accounting is preferred, with management experience of key clients and a proven track record of helping to grow and motivate a team to excel. You’ll supervise a team of employees who are in contact with our customers via email, phone, web demos, and in person. We’d love to hear from candidates who have experience managing a team and high-profile client relationships.
Manage Client Service Professionals that Have Daily Oversight of Client Transactions and Operations Support
Ensure that Services and Delivery Teams Leverage Best Practices to Provide the Highest Level of Customer Satisfaction and User Experience
Make Certain that Operational Teams and Processes Meet Performance Goals, including:
Level 1 Servicing - quick, thorough and accurate responses to client inquiries – set a standard of excellence for client communications
Level 2 Servicing – identify opportunities to increase value and partner with sales to introduce beneficial products and services
Bachelor’s degree in related field and 5-8 years post graduate work experience
Finance and/or accounting work experience
Knowledge of GAAP/STAT/TAX, fixed income investments, equity securities, or financial markets experience
Proven history of proficient Excel use
Ability to concisely convey information through verbal and written communication
Dynamic problem solving skills, and a sense of curiosity
Strong organizational and interpersonal skills
Intense desire to learn and improve at a rapid pace every day
Currently resides in Boise or is willing to relocate
Preferred: industry experience in the investment management space
About Clearwater Analytics®
Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.