Portfolio Management System - Product Specialist

Overview

Job Summary:

Client Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients. Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise.

• Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs.
• Deliver accurate, timely and thorough responses to inquiries in both written and verbal contexts, with the ability to simplify multiple complex topics.
• Effectively communicate and collaborate with a global team to resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics.
• Strategize with development teams to enhance our product offering, improve client onboarding, shorten delivery time frames, and develop repeatable, scalable processes.
• Spread knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs.
• Proactively work towards continuous improvement of processes, procedures, tools and resources within the team.
• Manage and consistently complete assigned projects and coordinate necessary resources.
• Contribute to knowledge base and SOP documentation, driving client self-service.

• Possess deep knowledge in their area of expertise.
• Broad industry expertise in investment accounting, contributing to the development of company objectives and principles.
• Ability to own multiple projects at a time and achieve goals in creative and effective ways.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

• Bachelor’s degree or above in Accounting or Finance-related field, or experience in a relevant area of specialization.
• 7+ years of relevant experience.

Salary Range:
Chicago: $85,000 - $120,000 + RSUs. New York: $102,000 - $144,000 + RSUs