Provides operational and client support for investment accounting and financial reporting matters. Manages complex client inquiries, validates investment data, performs account setup and reconciliation activities, uses internal tools and documentation to resolve issues, and prioritizes work against quality and productivity metrics. Builds client relationships, supports cross-functional projects, and trains and oversees junior staff.

Serves as a subject matter expert for client servicing and FIX operations, translating client requirements into Clearwater system configurations, processes, training, and SOPs. Resolves complex client inquiries, collaborates with global teams and development, improves onboarding and scalable processes, manages projects, and mentors team members. The role requires deep investment accounting expertise, strong communication, documentation, organization, and problem-solving skills.