Client Servicing Analyst

Clearwater Analytics; Bengaluru; On-site; INR 500,000 - 700,000; Full time

Job summary

Clearwater Analytics in Bengaluru, India seeks Client Servicing Analysts to deliver top-notch support and cultivate strong relationships with global clients. You will handle inquiries on investment accounting matters and serve as a link between clients and internal teams to resolve issues promptly.

The role requires solid understanding of investment accounting concepts, strong communication, and proficiency with Microsoft Office.

Qualifications

• Basic understanding of investment accounting and financial statements.
• Finance or accounting experience preferred.
• Strong documentation and detail-oriented.
• Excellent verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Responsibilities

• Manage client inquiries and requests on investment accounting topics.
• Provide timely information on Financial Statements and Analytics Reporting.
• Complete tasks such as account setup, client lockdowns, compliance, reconciliation validation.
• Collaborate with clients to build relationships and enhance user experience.
• Validate investment data against third-party market data sources using internal tools.
• Navigate knowledge bases and use internal resources to resolve queries.
• Prioritize work based on productivity and quality metrics.
• Take on long-term projects involving collaboration with other internal teams.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Microsoft Office

Attention to detail

Communication skills

Organizational skills

Problem solving

Education

Bachelor's degree in Accounting or Finance

Tools

Proprietary internal tools

Job description

Job Summary

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwaters global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts 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.

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.
• 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 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.

Required Skills

• Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Finance and/or accounting experience preferred.
• 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.

Education and Experience

• Bachelor s degree or higher in Accounting or Financial/Business-related field.

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