Apply for this opportunity

This job application is on an outside website. Be sure to review the job posting there to verify it's the same.

Apply Offsite

Lead Client Servicing Associate

Job

Clearwater Analytics, LLC

Chicago, IL (In Person)

Full-Time

Posted 3 weeks ago (Updated 1 week ago) • Actively hiring

Expires 7/27/2026

See Job Scorecard

Review key factors to help you decide if the role fits your goals.

How is this calculated?

Pay Growth

out of 5

Not enough data

Not enough info to score pay or growth

Job Security

out of 5

Not enough data

Calculating job security score...

Total Score

out of 100

Average of individual scores

Were these scores useful?

Skill Insights

Compare your current skills to what this opportunity needs—we'll show you what you already have and what could strengthen your application.

Job Description

Lead Client Servicing Associate Clearwater Analytics, LLC - 3.0 Chicago, IL Job Details Full-time 10 hours ago Qualifications Vendor relationship building Finance Finance Bachelor's degree Technical troubleshooting support Cross-functional communication Financial markets knowledge

Full Job Description The Team:

The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team will collaborate with Account Management, Interfaces Product and Interfaces Testing on new development and enhancements for clients. This role will report to the Interface Operations Team Lead.

What You'll Do:

Proactive break resolution - 3rd party communication related to break resolution. Review of Daily and Monthly activities Contribute to process improvement and team building related to all the above responsibilities. Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system. Conduct investigation for reconciliation queries, resolving any issues relating to vendor data/prime broker data. Be part of a team who are the trusted point of contact within the firm to collaborate with internal and external stakeholders (Clients, Sales, AM, Vendors, PB's, Onboarding) to handle requests promptly and appropriately and communicate key product insights effectively. Strengthening our client and vendor relationships through strong delivery, clear business communication, and setting appropriate expectations.

What You'll Need:

Bachelor's degree in finance, Economics, Accounting, etc. 2+ years of experience working at a fund administrator, financial company, PB, custodians or asset manager. Familiarity with various asset classes and financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) in a middle office capacity Understanding of basic portfolio management concepts, including trading workflows and reconciliation workflows Proven ability to effectively communicate with all levels of staff and management. Highly organized, self-driven, extremely quick learner, and able to work in a fast-paced environment. Strong organization and time management skills as this hire will both manage and need to get involved in technical problem solving.