Senior Client Servicing Specialist - FIX Protocol Implementations

Clearwater Analytics India Private Limited; Bengaluru; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Clearwater Analytics India Private Limited in Bengaluru is seeking a Senior Subject Matter Expert in Client Servicing FIX Implementations. You will deliver top-tier operational support, build strong client relationships, and resolve complex investment and accounting inquiries with precision and speed.

Responsibilities include handling FIX protocol inquiries, validating data, coordinating with internal teams, and mentoring junior staff to ensure service excellence for global clients.

Qualifications

• 4+ years of experience in Financial Services and Investment Technology.
• Experience of 2-3 years in FIX protocol and broker fix connectivity on global electronic trading systems.
• Understanding of front to back office workflows for electronically trading workflows, including FIX Protocol.

Responsibilities

• Manage client inquiries across investment accounting, asset classes and financial markets.
• Provide timely and accurate information regarding financial statements and analytics reporting.
• Collaborate with clients to build relationships and enhance their experience with Clearwater.
• Validate investment data against third-party market data sources and use internal tools for reconciling transactions.
• Navigate knowledge bases to proactively resolve client queries and problems.
• Prioritize workload to meet productivity and quality metrics and support long-term projects with internal teams.
• Assist in training and coaching junior team members.

Skills

Financial Services

Investment Technology

FIX Protocol

Communication Skills

Education

Bachelor's in Accounting/Finance

Job description

Subject Matter Expert- Client Servicing FIX Implementations

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. Assist in training and coaching more junior team members.

Required Skills

4+ years of experience in Financial Services and Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment. Experience of 2-3 year in FIX protocol and broker fix connectivity on global electronic trading systems. Overviewing & troubleshooting direct FIX connection request, EMS staging request & Drop copy requests. Degree in Finance, Accounting, Economics, Financial Math or related field. An understanding of front to back office workflows for electronically trading workflows, including FIX Protocol. A strong understanding of a variety of financial products and derivatives Ability to handle and prioritize multiple tasks and work independently Excellent verbal and written communication skills

Education and Experience

Bachelor’s degree or higher in Accounting or Financial/Business-related field. 4+ years of relevant experience.

Experience Level

Senior Level