The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is seeking candidates with Insurance experience and a commitment to client success. This role plans and oversees enterprise-level support and servicing activities for clients. Develop client relationship and understanding of client business product installations to identify service needs by working closely with clients to solve complex investments reporting and portfolio accounting...
14/01/2021
Full time
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is seeking candidates with Insurance experience and a commitment to client success. This role plans and oversees enterprise-level support and servicing activities for clients. Develop client relationship and understanding of client business product installations to identify service needs by working closely with clients to solve complex investments reporting and portfolio accounting...
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace, beautiful surroundings and a great work-life balance. Responsibilities Reconcile investment transactions and accounting for portfolios using a...
14/01/2021
Full time
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace, beautiful surroundings and a great work-life balance. Responsibilities Reconcile investment transactions and accounting for portfolios using a...
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace, beautiful surroundings and a great work-life balance. Responsibilities Reconcile investment transactions and accounting for portfolios using a...
12/01/2021
Full time
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace, beautiful surroundings and a great work-life balance. Responsibilities Reconcile investment transactions and accounting for portfolios using a...
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 $4 trillion in assets across thousands of accounts daily for our Fortune 500 clients. Description Identify and finalize project/implementation scope Develop detailed implementation plans including internal, client and third-party resourcing Manage and coordinate with internal, client and third-party resources to ensure a successful, on-time and with quality implementation per plan Generate weekly status reports, hold weekly status meetings with client and project team...
06/01/2021
Full time
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 $4 trillion in assets across thousands of accounts daily for our Fortune 500 clients. Description Identify and finalize project/implementation scope Develop detailed implementation plans including internal, client and third-party resourcing Manage and coordinate with internal, client and third-party resources to ensure a successful, on-time and with quality implementation per plan Generate weekly status reports, hold weekly status meetings with client and project team...
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is seeking candidates with Investment Management experience and a commitment to client success. This role plans and oversees enterprise-level support and servicing activities for clients. Develop client relationship and understanding of client business product installations to identify service needs by working closely with clients to solve complex investments reporting and portfolio accounting...
06/01/2021
Full time
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is seeking candidates with Investment Management experience and a commitment to client success. This role plans and oversees enterprise-level support and servicing activities for clients. Develop client relationship and understanding of client business product installations to identify service needs by working closely with clients to solve complex investments reporting and portfolio accounting...
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is seeking candidates with Insurance experience and a commitment to client success. This role plans and oversees enterprise-level support and servicing activities for clients. Develop client relationship and understanding of client business product installations to identify service needs by working closely with clients to solve complex investments reporting and portfolio...
06/01/2021
Full time
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is seeking candidates with Insurance experience and a commitment to client success. This role plans and oversees enterprise-level support and servicing activities for clients. Develop client relationship and understanding of client business product installations to identify service needs by working closely with clients to solve complex investments reporting and portfolio...
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace, beautiful surroundings and a great work-life balance. Responsibilities Reconcile investment transactions and accounting for portfolios using a...
30/12/2020
Full time
The Clearwater Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs. Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, exposure to cutting-edge Financial Market issues & information, business casual workplace, beautiful surroundings and a great work-life balance. Responsibilities Reconcile investment transactions and accounting for portfolios using a...
