Job Summary
We are seeking a dedicated and client-focused Lead Client Servicing Associate for our OEMS Support team. The successful candidate will play a pivotal role in ensuring a seamless client experience by providing day-to-day support for our OEMS solutions, with specialist expertise spanning both trading execution and compliance. This role is ideal for individuals who thrive in a client-centric environment, enjoy understanding complex workflows, and are committed to delivering high-quality support and effective issue resolution. The Lead Client Servicing Associate will engage closely with front office users, assist them with system-related inquiries, and foster lasting relationships while facilitating ongoing client training and feedback. This role is essential for enhancing client satisfaction and maximizing the value of our technology solutions.
Key Responsibilities
- Serve as a key point of contact for clients using OEMS solutions, providing day-to-day support and guidance across trading execution and compliance functions.
- Assist clients — including front office users — with system-related queries, user issues, and functional questions relating to OEMS workflows.
- Support clients on compliance-related requirements and responsibilities within the OEMS environment, ensuring front office users are equipped with both trading and compliance knowledge.
- Work closely with client compliance counterparts; able to fully comprehend compliance scenarios and use cases, and integrate these into the compliance module.
- Work closely with internal teams to 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.
- Cover early morning support hours (from 7:00 AM HKT) to align with APAC market open, where applicable.
Qualifications
- 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.
- Knowledge of or exposure to trading compliance requirements and front office workflows is strongly preferred.
- Familiarity with or experience in local regulatory compliance requirements (HK or SG) is a plus.
- 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/OEMS is a plus, but not required.
Skills Required
- Bachelor's degree in Business, Information Technology, Finance, or relevant field
- 2-5 years experience in client support, training, servicing, or operations (preferably financial services technology)
- Knowledge of or exposure to trading compliance requirements and front office workflows
- Familiarity with local regulatory compliance requirements (Hong Kong or Singapore)
- Strong communication and interpersonal skills
- Ability to manage client queries, 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/OEMS
- Ability to cover early morning support hours (from 7:00 AM HKT) to align with APAC market open
Clearwater Analytics (CWAN) Compensation & Benefits Highlights
-
Retirement Support — A company 401(k) match with immediate vesting is consistently included alongside tax‑advantaged accounts. This indicates reliable long‑term savings support as part of the package.
-
Equity Value & Accessibility — Equity participation is available through an employee stock purchase plan, with RSUs included for some roles. This adds ownership potential beyond base pay and bonus.
-
Leave & Time Off Breadth — Paid time off is available from day one with a baseline around three weeks, plus company holidays and volunteer time. Flexible elements like work‑from‑home Fridays and limited “work from anywhere” periods broaden practical time‑off utility.
Clearwater Analytics (CWAN) Insights
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
Gallery
Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.


_1.jpg)





_1.jpg)


