This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Subject Matter Expert – Client Servicing based in Mumbai, India.

We are seeking an experienced client servicing professional with a strong background in investment accounting and financial operations to deliver high-quality support to global clients. In this role, you will address complex client inquiries, provide accurate financial reporting information, and ensure efficient resolution of operational issues. You will collaborate with clients and cross-functional teams to strengthen relationships and enhance the overall client experience. The position combines technical financial expertise, analytical problem-solving, and workflow management in a energetic, client-focused environment. You will also contribute to long-term projects, share knowledge, and support the development of junior team members. This is an opportunity to make a meaningful impact on service quality, operational accuracy, and client satisfaction.
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Accountabilities

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Manage client inquiries and requests related to investment accounting, asset classes, financial markets, and financial reporting.

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Provide timely, accurate, and comprehensive information on financial statements and analytics reporting.

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Execute operational activities, including account setup, client lockdowns, compliance processes, and reconciliation validation.

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Build and maintain strong client relationships by understanding their needs and delivering effective, reliable support.

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Validate investment data against third-party market data sources and use internal tools to reconcile investment transactions.

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Navigate knowledge bases, documentation, and available resources to proactively investigate and resolve client issues.

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Organize daily workflows according to productivity, quality, urgency, and business-critical priorities.

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Handle complex client queries and collaborate with internal tea

📌 Subject Matter Expert- Client Servicing (India)
🏢 Jobgether
📍 India