- Serve as a key point of contact for clients using OEMS solutions, providing day-to-day support and guidance.
- Assist clients with system-related queries, user issues, and functional questions relating to OEMS workflows.
- Work closely with internal teams to help troubleshoot issues, coordinate resolutions, and ensure timely follow-up with clients.
- Support senior team members in understanding client requirements, business processes, and trading workflows to enhance the overall support experience.
- Deliver client training sessions and walkthroughs to help users confidently navigate and utilize OEMS functionality.
- Maintain clear and accurate documentation, including support processes, user guides, training materials, and client feedback.
- Build strong client relationships by proactively engaging with users, gathering feedback, and identifying opportunities to improve service delivery.
- Provide ongoing post-go-live support to help clients maximize the value of their OEMS solution.
- Bachelor’s degree in a relevant field (e.g. Business, Information Technology, Finance).
- 2–5 years of experience in a client support, training, servicing, or operations role, preferably within the financial services technology sector.
- Strong communication and interpersonal skills, with a genuine passion for client engagement and support.
- Ability to manage client queries professionally, prioritize effectively, and coordinate across teams.
- Eagerness to learn OEMS functionality and develop expertise in financial technology solutions.
- Familiarity with financial technology vendors specializing in OMS is a plus, but not required.
Top Skills
What the Team is Saying
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
