Lead Client Servicing Associate

Clearwater Analytics; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Clearwater Analytics is seeking Client Servicing Analysts to deliver top-tier operational support and strong client relationships for global clients. You will handle inquiries on investment accounting, statements, and analytics, acting as a bridge between clients and internal teams.

You will resolve issues efficiently, guide junior staff, and contribute to high-quality client experiences across asset classes and markets using Clearwater’s cloud-native platform.

Qualifications

• 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; basic knowledge of alternative security types preferred.

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 proprietary internal tools for reconciling investment transactions.
• Effectively navigate knowledge base and documentation, using internal tools to proactively solve client queries.
• Manage workflow based on productivity and quality metrics; prioritize high importance or critical work.
• Take on team and client related, long-term projects involving collaboration with other internal teams.
• Mentor and coach junior staff, and conduct oversight on their work.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Accounting concepts

Fixed income

Equity investments

Alternative securities

Finance experience

Documentation

Verbal communication

Written communication

Organizational skills

Problem solving

Education

Bachelor’s degree or higher 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+ years of relevant experience.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

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.