The Reconciliation Associate is responsible for comparing investment portfolio data from external sources with an advanced web-based system. Their primary responsibility is to guarantee the prompt and precise delivery of comprehensive portf...
Clearwater End to End data flow and all system interactions related to reconciliation processes. They have vast knowledge..., VLOOKUP, etc. They have intermediate familiarity with Clearwater-specific assumptions and functionality in the industry...
as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes... to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater...
. This optimization greatly improves the efficiency of onboarding client data at Clearwater. Collaborating closely with our talented... best practices to resolve various issues. Loads and validates client data into the Clearwater investment account system as the...
strong relationships with Clearwater’s clients, serving as the main point of contact and ensuring ongoing client engagement, from the daily... around daily operational & trading support using Clearwater and advises how to leverage new features and enhancements. Develops...
required. Required Skills: Strong domain understanding of the Clearwater system including reports & customization, statements, dashboards...
to existing clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities... with Client Services and Clearwater leadership teams. Hands-on configuration on Clearwater platform modules such as Accounting...
-level client decision makers and Clearwater senior management. Serves as a trusted relationship manager responsible... and project team. Schedules and leads steering committee meetings with C-level client decision makers and Clearwater senior...
clients on Clearwater’s SaaS platform. We work in conjunction with Client Services to identify opportunities for value-added... with existing steady state clients by working closely with Client Services and Clearwater leadership teams. Hands-on expertise...
Job Summary: A career as a Sr. Service Delivery Manager will provide you with the opportunity to establish and maintain strong relationships with some of the largest insurers, asset managers, corporations and/or government entities as you...