Subject Matter Expert - Client Servicing

Clearwater Analytics; Hong Kong; Presencial; HKD 450.000 - 650.000; Jornada completa

Descripción de la vacante

Clearwater Analytics in Hong Kong is seeking a client services professional to support clients on P&L NAV calculations, investment accounting, asset classes, and market topics. You will serve as the primary contact for inquiries and work to provide timely solutions.

Responsibilities include handling inquiries via email and phone, performing account setup and compliance tasks, and collaborating with clients to strengthen their ENFN/CWAN experience.

Formación

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

Responsabilidades

• Serve as the primary contact for client inquiries on P&L NAV calculations, investment accounting, asset classes, and financial markets.
• Handle incoming client inquiries via email and phone.
• Deliver timely and effective solutions to client problems.
• Complete operational tasks such as account setup, client lockdowns, compliance, and reconciliation validation.
• Collaborate with clients to build relationships and enhance their ENFN/CWAN experience.
• Navigate knowledge base and internal tools to proactively solve client queries.
• Manage workflow by productivity and quality metrics.
• Deal with more complex client queries.

Conocimientos

Client servicing

Problem solving

Finance background

Fixed income & equities

Alternative securities

MS Office

Attention to detail

English communication

Chinese language

Organization

Interpersonal skills

Educación

Bachelor’s degree in Accounting or Finance

Descripción del empleo

Responsibilities:

• Serve as the primary point of contact for client inquiries & requests on various topics across P&L NAV calculations, investment accounting, asset classes, and financial markets.
• Responsible for incoming client inquiries via email and phone calls.
• Deliver in timely and effective solutions to client problems.
• 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 an ENFN/CWAN user.
• 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.
• Deal with some of the more complex client queries.

Required Skills:

• Strong client servicing skills, able to comprehend client inquiries and clearly articulate solutions and/or workarounds to clients.
• Strong problem-solving skills. Able to conceptually relate the client business case with system functionalities and limitations.
• Familiarity with buy-side operations workflow is preferred.
• Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
• Prior experience in finance and/or accounting.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail andstrong documentation skills.
• Excellent English communication skills, both verbal and written. Proficiency in Chinese (Cantonese/Mandarin) is preferred.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Education and Experience:

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