Senior Client Success Manager - Investment Management
Clearwater
Edinburgh, UK
6d ago

Description

The Clearwater Investment Management 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. The role will involve working closely with clients to solve complex investments reporting and portfolio accounting challenges, as well as a high degree of collaboration with internal teams and will be located in Boise, ID.

Responsibilities :

  • Collaborate directly with clients to build and own valuable relationships and ensure their success
  • Manage client inquiries & deliver accurate, daily trading balances, risk metrics, compliance reporting, and performance values
  • Handle complex investment accounting, performance, risk, and compliance requests
  • Provide client training on best practices around daily operational & trading support using Clearwater
  • Advise on how to leverage Clearwater's flexible reporting in monthly / quarterly client statements
  • Reconcile investment activity using custodial and client’s OMS data
  • Manage assigned projects & coordinate necessary resources
  • Proactively seek ways to add value to your team & Clearwater
  • What we look for :

  • Bachelor’s Degree and 3+ years of directly relevant experience in Investment Management, FinTech, Investment Accounting, or Investment Operations
  • Working knowledge of financial services, accounting, structured products, derivatives, fixed income securities, etc
  • Persuasive, clear and concise communication
  • Commitment to agility, continuous learning, improvement and operational excellence
  • Competitiveness, creativity, curiosity, passion and drive
  • Professional certifications i.e. CPA and CFA are desirable
  • Prior experience with SQL, Python or other databases & coding languages is desirable
  • What we offer :

  • Access to cutting edge investment reporting technology and expertise
  • Continual learning and growth opportunities
  • Team focused culture that promotes innovation and ownership
  • Competitive salary and benefits package
  • Business casual atmosphere
  • Brand new office in the heart of downtown Boise
  • Apply
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