Client Servicing Associate-2
Clearwater AnalyticsNoida, Uttar Pradesh, India
Posted March 23, 2026
Full Time
About the Company
Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.
Job Description
Client Servicing Analysts deliver operational support and foster strong relationships with Clearwater's global clients. They address inquiries related to investment and accounting matters and resolve issues efficiently.
Requirements
- Manage client inquiries & requests on various topics
- Deliver timely and accurate information regarding Financial Statements & Analytics Reporting
- Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation
- Collaborate directly with clients to build valuable relationships
- Validate investment data against available third-party market data sources
- Effectively navigate through knowledge base and documentation
- Manage workflow based on productivity and quality metrics
- Assist in training and coaching more junior team members