Client Servicing Analyst

Clearwater Analytics India Private Limited; Dadri; On-site; INR 420,000 - 700,000; Full time

Job summary

Clearwater Analytics India Private Limited is seeking a Client Servicing Analyst to deliver top-tier operational support to global clients, addressing inquiries on investment accounting and related topics. You will act as a bridge between clients and internal teams to ensure timely, precise responses and high client satisfaction.

The role involves handling inquiries across investment accounting, delivering statements and analytics, and completing operational tasks such as account setups and

Qualifications

• Bachelor’s degree in Accounting or Finance is required.
• Finance and/or accounting experience preferred.
• Proficiency in Microsoft Office and strong documentation skills.
• Excellent attention to detail and organizational skills.
• Outstanding verbal and written communication abilities.

Responsibilities

• Manage client inquiries & requests on 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 setup, client lockdowns, compliance, reconciliation validation.
• Collaborate with clients to build relationships and enhance their experience as a Clearwater user.
• Validate investment data against third‑party market data sources and use internal tools to reconcile transactions.
• Navigate knowledge base and documentation to proactively solve client queries and problems.
• Manage workflow based on productivity and quality metrics; prioritize high priority work.
• Take on team and client projects that may involve collaboration with other internal teams.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Microsoft Office

Communication skills

Education

Bachelor’s degree in Accounting or Finance

Job description

Job Summary

Client Servicing Analysts are responsible for delivering top‑notch operational support and fostering strong relationships with Clearwater's 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 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; organize 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.

EEO Statement

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.