Perform operational activities: account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.
Navigate complex environments — multi-custodian, multi-portfolio, multi-currency — with a focus on data quality and auditability.
Support client projects including onboarding, portfolio transitions, custom reporting, and process improvement initiatives.
Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.
What You Will Build in This Role
Project oversight — coordinating workstreams, managing action items, and driving delivery across stakeholders.
Relationship management — building credibility with sophisticated clients as a dependable day-to-day partner.
Cross-functional leadership — solving problems and moving initiatives forward across servicing, recon, product, delivery, billing, and sales.
Commercial awareness — understanding how servicing excellence drives retention, growth, and client strategy.
Platform breadth — broader Clearwater tool exposure than most traditional servicing roles.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
2+ years of directly applicable experience (reconciliation, accounting, or finance).
Excellent attention to detail, documentation, and organizational skills.
Strong communicator with confidence engaging a broad range of stakeholders.
Strong ownership mindset and instinct for delivering excellent client outcomes.
Comfortable in a fast-paced, high-expectation environment where priorities evolve quickly.
Experience supporting large institutional clients strongly preferred.
Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
Familiarity with AI applications and Salesforce CRM preferred.
