Client Solutions Expert - Investment Finance

Clearwater Analytics Hong Kong Limited; Hong Kong; On-site; HKD 250,000 - 360,000; Full time

Job summary

Clearwater Analytics Hong Kong Limited seeks a client services professional to manage inquiries related to P&L NAV calculations, investment accounting, and market topics. You will coordinate with clients via email and phone, delivering timely solutions and maintaining strong relationships as ENFN/CWAN users.

The role requires 3–5 years of relevant experience, a Bachelor’s degree in Accounting or Finance, and excellence in English and office software.

Qualifications

• Bachelor's degree or higher in Accounting or Financial/Business-related field.
• Working experience with hedge funds, fund admins, and prime brokerage would be a plus.
• 3 to 5 years of relevant experience.

Responsibilities

• Serve as the primary point of contact for client inquiries & requests on topics including P&L NAV calculations, investment accounting, asset classes, and financial markets.
• Handle incoming client inquiries via email and phone calls.
• Provide timely and effective solutions to client problems.
• Complete operational tasks such as account setup, client lockouts, compliance, and reconciliation validation.
• Collaborate with clients to build relationships and enhance their experience as ENFN/CWAN users.
• Navigate knowledge bases and internal tools to proactively resolve client queries.
• Manage workflow based on productivity and quality metrics; prioritize high-importance or critical work.
• Address more complex client queries.

Skills

Client servicing

Problem solving

English (written & spoken)

Cantonese/Mandarin

Finance/Accounting domain

MS Office

Attention to detail

Documentation

Organizational skills

Interpersonal skills

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Job description

Clearwater Analytics Hong Kong Limited seeks a client services professional to manage inquiries related to P&L NAV calculations, investment accounting, and market topics. You will coordinate with clients via email and phone, delivering timely solutions and maintaining strong relationships as ENFN/CWAN users.

The role requires 3–5 years of relevant experience, a Bachelor’s degree in Accounting or Finance, and excellence in English and office software.