Lead Client Servicing Associate

Clearwater Analytics, LLC; Mumbai; On-site; INR 550,000 - 750,000; Full time

Job summary

Clearwater Analytics, LLC in Mumbai seeks a Client Servicing Analyst to provide top-tier operational support to global clients. You will handle inquiries on investment accounting, financial statements, and analytics reporting, acting as a bridge between clients and internal teams to resolve issues promptly.

The ideal candidate has a bachelor’s in accounting or related field and 2+ years in finance or accounting, with strong Excel skills, excellent documentation, and outstanding communication

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 2+ years of relevant experience.

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 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 internal tools for reconciling investment transactions.
• Effectively navigates through knowledge base and documentation, using internal tools to solve client queries.
• Manage workflow based on productivity and quality metrics; prioritize high importance or critical work.
• Take on team and client related projects involving collaboration with other internal teams.
• Deal with some of the more complex client queries.
• Assist in training, developing, and coaching more junior staff, and conduct oversight on their work.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Attention to detail

Communication skills

Documentation

Education

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

Tools

Microsoft Office

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 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 .
• - Deal with some of the more complex client queries .
• - Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work .

Required Skills:

• - Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts .
• - Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports .
• - 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 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.
• - 2+ y ears of relevant experience .