Lead Client Servicing Associate - OMS

Job Summary : We are seeking a dedicated and client-focused Lead Client Servicing Associate for our OEMS Support team. The successful candidate will play a pivotal role in ensuring a seamless client experience by providing day-to-day support for our OEMS solutions. This position is ideal for individuals who thrive in a client-centric environment, enjoy understanding workflows, and are committed to delivering high-quality support and effective issue resolution. The Lead Client Servicing Associate will engage closely with clients, assist them with system-related inquiries, and foster lasting relationships while facilitating ongoing client training and feedback. This role is essential for enhancing client satisfaction and maximizing the value of our technology solutions. Key Responsibilities Serve as a key point of contact for clients using OEMS solutions, providing day-to-day support and guidance. Assist clients with system-related queries, user issues, and functional questions relating to OEMS workflows. Work closely with internal teams to help troubleshoot issues, coordinate resolutions, and ensure timely follow-up with clients. Support senior team members in understanding client requirements, business processes, and trading workflows to enhance the overall support experience. Deliver client training sessions and walkthroughs to help users confidently navigate and utilize OEMS functionality. Maintain clear and accurate documentation, including support processes, user guides, training materials, and client feedback. Build strong client relationships by proactively engaging with users, gathering feedback, and identifying opportunities to improve service delivery. Provide ongoing post-go-live support to help clients maximize the value of their OEMS solution. Qualifications Bachelor's degree in a relevant field (e.g. Business, Information Technology, Finance). 2–5 years of experience in a client support, training, servicing, or operations role, preferably within the financial services technology sector. Strong communication and interpersonal skills, with a genuine passion for client engagement and support. Ability to manage client queries professionally, prioritize effectively, and coordinate across teams. Eagerness to learn OEMS functionality and develop expertise in financial technology solutions. Familiarity with financial technology vendors specializing in OMS is a plus, but not required. Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.