Clearwater Analytics (CWAN)
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Fintech • Software • Financial Services
Provide operational support and client relationship management for Clearwater users by resolving investment and accounting inquiries, validating data, completing account operations, and collaborating with internal teams to improve client experience and deliver accurate financial reporting.
Fintech • Software • Financial Services
Provide operational client support for investment accounting and reporting, resolving inquiries on financial statements, reconciliations, and investment data. Perform account setup, compliance checks, data validation against market sources, use internal tools, manage workflows to meet quality/productivity metrics, handle complex queries, support projects, and coach junior staff to improve client experience.
Fintech • Software • Financial Services
Provide operational support and client relationship management for investment accounting queries. Deliver timely, accurate responses, validate investment data, perform account setup and reconciliations, use internal tools and third-party data, manage workflow to meet quality/productivity metrics, and participate in team and cross-functional projects to improve client experience.




















