New Graduate CWAN Position

Job Summary:

We are seeking motivated and detail-oriented New Graduates to join our dynamic team at Clearwater. This position is designed for recent or soon to be graduates who are eager to kick-start their careers in a fast-paced environment, with opportunities to engage in client servicing, implementation, and reconciliation. Successful candidates will play a crucial role in supporting our clients and ensuring smooth operations while developing critical skills across multiple functions.

Please note: This job posting is intended as a collection point for resumes. If your qualifications align with our needs, we will reach out to you regarding potential opportunities in any of our new graduate positions.

Potential Responsibilities:

• •Respond to a variety of client inquiries related to investment accounting, system onboarding, and operational issues, ensuring prompt and thorough resolution.
• •Build and maintain strong relationships with clients, enhancing their experience and addressing their questions with professionalism and urgency.
• •Investigate and resolve discrepancies, applying strong analytical and problem-solving skills to deliver accurate solutions.
• •Manage multiple priorities and deadlines, adapting to changes and new challenges as they arise.
• •Handle operational tasks such as account setup, compliance checks, and reconciliation validation, demonstrating exceptional attention to detail.
• •Collaborate with internal teams to complete long-term projects that support client needs and operational efficiencies.
• •Utilize proprietary tools and resources to validate investment data against third-party market data and proactively resolve issues for clients.
• •Organize daily workflow based on productivity and quality metrics, prioritizing tasks to ensure high-quality outcomes.

Required Skills:

• •Basic understanding of investment accounting, financial statements, and other accounting concepts.
• •Preferred experience or coursework in finance, accounting, or a related field.
• •Proficiency in Microsoft Office and strong computer skills.
• •Excellent attention to detail and strong documentation abilities.
• •Outstanding verbal and written communication skills.
• •Strong organizational and interpersonal skills.
• •Exceptional problem-solving and critical thinking abilities.

Education and Experience:

Bachelor’s degree or higher in Accounting, Finance, Business, or a related field.

What we offer

• •Business casual atmosphere
• •Team focused culture that promotes innovation and ownership
• •Access cutting edge investment reporting technology and expertise
• •RSUs as well as employee stock purchase plan and 401k with match
• •PTO and volunteer time off to give back to the community
• •Defined and undefined career pathways allowing you to grow your own way
• •Work from anywhere 3 weeks out of the year
• •Work from home Fridays
• •Maternity and paternity leave