Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Provide client-facing operational support for investment accounting and reporting. Manage inquiries, validate investment data, complete account setup and reconciliation tasks, collaborate with internal teams, prioritize work by metrics, and assist in training junior staff to ensure timely, accurate client outcomes.
Fintech • Software • Financial Services
Manage client relationships and service delivery for financial services clients, oversee reporting and operational performance, mentor analysts, resolve inquiries, train clients, drive service strategy, and collaborate with sales to expand support offerings.
Fintech • Software • Financial Services
Serve as primary client contact for large institutional clients, managing day-to-day engagement, monitoring client health, resolving escalations, and coordinating cross-functional teams. Perform operational tasks (account setup, reconciliations, month-end lockdowns), support onboarding and transitions, drive platform adoption and growth, and funnel feedback to product and operations. Leverage AI tools to streamline processes and improve service delivery.
