02 Oct
|
Clearwater Analytics
|
Mumbai
02 Oct
Clearwater Analytics
Mumbai
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong 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. Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Manage workflow based on productivity and quality metrics; Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Finance and/or accounting experience preferred.
Solid computer skills, including proficiency in Microsoft Office.
Education and Experience:
~ Bachelor's degree or higher in Accounting or Financial/Business-related field.
📌 Customer Service Data Analyst (Mumbai)
🏢 Clearwater Analytics
📍 Mumbai