Client Servicing Associate

Clearwater Analytics; Paris; On-site; EUR 40,000 - 64,000; Full time

Job summary

Clearwater Analytics in Paris seeks a Client Servicing Associate to deliver top-tier operational support for global asset management clients. You will address inquiries across investment accounting topics, coordinate with internal teams, and ensure high-quality responses to advance client satisfaction.

You will collaborate with clients to improve day-to-day workflows, validate data against market sources, and leverage internal tools to resolve issues efficiently.

Qualifications

• Understanding of financial markets.
• Knowledge of fixed income and equity investments.
• Fluency in French and English.
• Strong client communication skills.
• Proficient in Microsoft Office.
• Excellent attention to detail and documentation.
• Strong written and verbal communication.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.
• Ability to train junior staff.

Responsibilities

• Manage client inquiries on topics across investment accounting and markets.
• Provide timely, accurate information on Financial Statements & Analytics Reporting.
• Build relationships with clients to enhance their Clearwater experience.
• Validate investment data against third-party market data sources; use internal tools for reconciliations.
• Navigate knowledge bases to proactively solve client queries.
• Prioritize work based on productivity and quality metrics.
• Lead or participate in long-term projects with other internal teams.
• Assist in training and coaching junior team members.

Skills

Financial markets knowledge

Fixed income investments

Equity investments

Client communication

Microsoft Office

Attention to detail

Verbal communication

Written communication

Organizational skills

Interpersonal skills

Problem-solving

French & English fluency

Education

Master’s degree in Financial Markets/Finance/Economics

Tools

Proprietary internal tools

Microsoft Office

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 teamis responsible forthe on-going servicing of existing clients andseeksto improve clients’ day-to-day workflow by increasing their knowledge of the front-back officeasset 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 navigates 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