Account Manager

Boise, Idaho, United States · Client Services

Description

The Clearwater Investment Management Client Servicing Team supports clients’ daily trading and investment reporting needs through reconciliation, data validation, and proactive client support. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the Clearwater platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.

Clearwater is seeking candidates with Investment Management experience and a commitment to client success. The role will involve working closely with clients to solve complex investments reporting and portfolio accounting challenges, as well as a high degree of collaboration with internal teams and will be located in Boise, ID.

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Benefits

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