Lead Client Servicing Associate

Clearwater Analytics (CWAN) Lead Client Servicing Associate YesterdaySaved Hybrid Boise, ID, USA Junior JuniorFintech • Software • Financial ServicesProvide operational support and relationship management for global clients across investment accounting. Respond to client inquiries about financial statements, reporting, account setup, compliance, and reconciliations. Validate investment data, use internal tools and market data, prioritize work by productivity and quality metrics, handle complex queries, lead projects, and coach junior staff to ensure accurate, timely resolutions and strong client advocacy.Top Skills: MS OfficeProprietary Internal ToolsThird-Party Market Data Sources