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Reposted 2 Hours AgoSaved
Fintech • Software • Financial Services
This role involves leading client implementations for a SaaS platform, improving onboarding processes, and providing expert guidance in finance and accounting for various asset classes while collaborating with teams globally.
Top Skills:
ClarizenExcelJIRAMS OfficePeoplesoftSalesforceWorkday
Fintech • Software • Financial Services
The role involves acting as a liaison between clients and internal teams, translating business requirements into system applications, mentoring team members, and continuously improving processes.
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Clearwater SystemsMS Office
Fintech • Software • Financial Services
The Global Head of Consultant Relationships will create a partnership strategy with consultants, enhance Clearwater's market presence, and ensure consultant advocacy for clients.
Top Skills:
Data AggregationInvestment AccountingReportingSaaS
Reposted 3 Days AgoSaved
Fintech • Software • Financial Services
Assist clients in optimizing portfolio management workflows, ensuring accurate trade processing, and resolving complex P&L and GL inquiries related to financial systems.
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Enfusion Pms
Fintech • Software • Financial Services
The role involves onboarding clients to Clearwater's SaaS platform, advising on implementations, and enhancing client experiences through collaboration and project management.
Top Skills:
ExcelGeneral Ledger SystemsJIRAMS OfficePeoplesoftSaaSSalesforceSolvency IiWorkday
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Fintech • Software • Financial Services
The Professional Services Manager leads client engagements, manages teams, designs solutions, and ensures excellence in project implementation while mentoring junior staff and analyzing data for strategic guidance.
Top Skills:
Clearwater AnalyticsCompliance MonitoringGl ReportingInvestment AccountingInvestment Management Technology SolutionsRisk Management
Fintech • Software • Financial Services
The Client Servicing Team Lead in Trade Compliance oversees compliance operations, manages client requirements, and leads the compliance team while ensuring high-quality execution and client satisfaction.
Top Skills:
Compliance Management SoftwareFinancial Products
Reposted 8 Days AgoSaved
Fintech • Software • Financial Services
The Senior Subject Matter Expert in Client Servicing provides expertise in investment accounting, translating client needs into system applications, managing projects, and mentoring team members to improve processes.
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MS Office
Fintech • Software • Financial Services
The Client Servicing Team Lead manages a team focused on client engagement, operational excellence, and strategic planning, ensuring quality delivery and performance management.
Top Skills:
ExcelMS OfficePower BISalesforceWorkday
Reposted 11 Days AgoSaved
Fintech • Software • Financial Services
The Sr. Subject Matter Expert in Client Servicing translates client requirements into system applications, collaborates with teams to resolve complex inquiries, and enhances onboarding experiences while providing mentorship and maintaining documentation.
Top Skills:
MS Office
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