Client Servicing Associate

Clearwater Analytics France SAS; Paris; On-site; EUR 45,000 - 65,000; Full time

Job summary

Clearwater Analytics France SAS seeks a Client Servicing Associate in Paris to deliver operational support for global clients, addressing front-back office asset management questions and ensuring high-quality responses. You will help improve client workflows and provide effective solutions for performance and investment reporting needs.

You will work with internal teams and clients to enhance the Clearwater platform, contributing to ongoing client servicing and relationship building across asset

Qualifications

• Strong grasp of financial markets and investment concepts.
• Familiarity with asset management operations and reporting.
• Excellent written and verbal communication in English and French.

Responsibilities

• Manage client inquiries across investment accounting, asset classes and markets.
• Provide timely information on Financial Statements & Analytics Reporting.
• Collaborate with clients to strengthen relationships and user experience.

Skills

Financial markets knowledge

Fixed income and equity investments

Client communication

MS Office proficiency

Attention to detail

Verbal and written communication

Organization and interpersonal skills

Problem solving

Fluency in French and English

Education

Master's degree in Financial Markets/Finance/Economics

Job description

Job Summary:

Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to front-back office asset management operations matters, serving as a vital link between clients and internal teams. These Associates play a pivotal role in delivering prompt, precise, 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. This Client Servicing team in Paris supports Asset Management clients. The team is responsible for the on-going servicing of existing clients and seeks to improve clients’ day-to-day workflow by increasing their knowledge of the front-back office asset management platform and providing them with effective solutions to their performance and investment reporting requirements. We work as an extension of our clients’ teams, and we collaborate with them to ensure our product meets their current and future needs.

Responsibilities:

• 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.


• 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.


• Effectively navigate through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.


• Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.


• Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.


• Assist in training and coaching more junior team members.

Required Skills:

• Good understanding of financial markets.


• Intermediate understanding of fixed income and equity investments.


• Familiarity with insurance and/or investment management market concepts a plus.


• Ability to communicate with clients.


• Strong computer skills, including proficiency in Microsoft Office.


• Excellent attention to detail and strong documentation skills.


• Outstanding verbal and written communication skills.


• Strong organizational and interpersonal skills.


• Exceptional problem-solving abilities.


• Fluency in French and English.

Education and Experience:

Master's degree in a relevant degree area such as: Financial Markets, Financial Engineering, Finance, Economics

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.