Lead Client Servicing Associate

Clearwater Analytics (CWAN) Lead Client Servicing Associate YesterdaySaved Hybrid Boise, ID, USA Junior JuniorFintech • Software • Financial ServicesProvide operational and client relationship support for investment accounting software users. Responsibilities include managing investment and accounting inquiries, delivering financial reporting information, completing account setup and reconciliation tasks, validating investment data, resolving complex issues, prioritizing workflow, collaborating on projects, and training junior staff. The role requires strong investment accounting knowledge, financial markets familiarity, communication skills, attention to detail, organization, and problem-solving abilities.Top Skills: MS Office