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