Client Servicing Analyst

Clearwater Analytics; Maharashtra; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Clearwater Analytics is seeking a Client Servicing Analyst in Maharashtra to deliver top-tier operational support to global clients. You will handle inquiries on investment accounting topics, act as a bridge between clients and internal teams, and strive to resolve issues efficiently while turning clients into enthusiastic advocates for Clearwater.

You will manage inquiries across investment accounting and financial markets, provide timely statements and analytics, and collaborate with clients

Qualifications

• Finance or accounting background required.
• Strong written and verbal communication skills.
• Excellent attention to detail and documentation capabilities.
• Proficient with Microsoft Office and standard business software.
• Good organizational and interpersonal abilities.
• Proven problem-solving and client-relations aptitude.

Responsibilities

• Manage client inquiries across investment accounting, asset classes and financial markets.
• Provide timely, accurate information regarding financial statements and analytics reporting.
• Perform operational tasks such as account setup, client lockdowns, compliance, and reconciliation validation.
• Collaborate with clients to build relationships and enhance their Clearwater experience.
• Validate investment data against third-party market data and reconcile transactions with internal tools.
• Navigate knowledge bases and documentation to proactively resolve client queries.

Skills

Investment accounting

Finance knowledge

MS Office

Attention to detail

Verbal & written communication

Organizational skills

Problem solving

Education

Bachelor’s degree in Accounting or Financial/Business-related field

Job description

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.

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 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.