New Graduate CWAN Position

Job description

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