28 Sep
|
Clearwater Analytics
|
India
28 Sep
Clearwater Analytics
India
Job Summary:
nClient Servicing Analysts are responsible for delivering top-notch operational support and fostering robust relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, accurate, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.
n
nResponsibilities:
n
n
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
n
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
n
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
n
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
n
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
n
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
n
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
n
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
n
n
nRequired Skills:
n
n
Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
n
Finance and/or accounting experience preferred.
n
Strong computer skills, including proficiency in Microsoft Office.
n
Excellent attention to detail and solid documentation skills.
n
Outstanding verbal and written communication skills.
n
Strong organizational and interpersonal skills.
n
Exceptional problem-solving abilities.
n
n
nEducation and Experience:
n
n
Bachelor’s degree or higher in Accounting or Financial/Business-related field.
n
📌 Client Servicing Analyst Mumbai (India)
🏢 Clearwater Analytics
📍 India