• Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients. 

• Takes charge of the onboarding process for clients onto Clearwater's platform. 

• Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform. 

• Communicates project status, issues, and risks in an effective and transparent manner. 

• Skillfully troubleshoots and resolves customer issues that may arise during the implementation phase. 

• Manages client and internal stakeholder relationships adeptly throughout the entire implementation process. 

• Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives. 

• Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action. 

• Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks. 

• Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts. 

Required Skills:  

• Understanding of TVOM, duration, yield, returns, and risk exposures. 

• Intermediate Technical Skills in Excel (basic formulas and formatting).  

• Knowledge of investment accounting policies and procedures preferred. 

• Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. 

• Project management skills preferred. 

• 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.