Client Servicing Analyst

Clearwater Analytics; Mumbai; On-site; INR 480,000 - 720,000; Full time

Job summary

Clearwater Analytics in Mumbai seeks a Client Servicing Analyst to provide top-tier operational support and foster strong relationships with global clients. You will address inquiries on investment accounting, provide analytics on financial statements, and ensure timely, accurate responses.

Key tasks include handling account setup, client access, compliance, and data reconciliation, while using internal tools to resolve issues and improve client satisfaction.

Qualifications

• Basic understanding of investment accounting and financial statements.
• Experience in finance or accounting is preferred.
• Strong written and verbal communication.
• Excellent documentation and organizational skills.

Responsibilities

• Handle client inquiries across investment accounting topics and financial markets.
• Provide timely, accurate information on financial statements and analytics reporting.
• Complete operational tasks like account setup, client access, and reconciliations.
• Collaborate with clients to build relationships and improve their Clearwater experience.

Skills

Investment accounting basics

Attention to detail

Communication skills

Organization

Problem solving

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Office

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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.