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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.

The Program Manager coordinates project implementation, manages internal and external resources, oversees budgets, conducts status meetings, and serves as a relationship manager for client inquiries.

Manage client engagement, reporting, and operational performance for financial services. Develop strong client relationships and ensure quality service delivery, mentoring analysts and coordinating inquiries.

Client Servicing Associates provide operational support and cultivate relationships with clients, resolving inquiries regarding investment and accounting issues promptly and accurately.

The Service Delivery Manager manages client relationships in financial services, ensuring client satisfaction, overseeing daily reporting, and providing training and guidance.

The Service Delivery Manager engages with clients, ensures satisfaction, manages operational performance, provides reporting support, and enhances client relationships while leading a high-performing team.

The Product Marketing Manager will lead go-to-market strategies for Clearwater's Asset Management segment, focusing on OMS/PMS platforms, developing positioning, messaging, and enabling sales with market insights.

The role involves improving reconciliation processes, training, project management, and providing expert guidance on data flow and reconciliation tools. Responsibilities include conducting training sessions, ensuring compliance, and leading automation initiatives.

Client Servicing Analysts provide operational support and manage client inquiries about investment accounting, collaborating to enhance client experiences and efficiently resolve issues.

The Reconciliation Associate compares investment data, ensures timely updates, resolves issues in the reconciliation system, and communicates effectively with stakeholders.