Subject Matter Expert- Client Servicing

Clearwater Analytics India; Bengaluru; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

Clearwater Analytics India is seeking experienced Client Servicing Analysts to deliver top-tier operational support and foster strong relationships with Clearwater's global clients.

You will address inquiries on investment accounting matters, provide timely analytics, and work with internal teams to resolve issues efficiently. The role emphasizes accuracy, client satisfaction, and proactive problem solving.

Qualifications

• 4+ years in Financial Services and Investment Technology (Buy-side OMS/EMS/IMS)
• Experience with FIX protocol and global broker connectivity
• Understanding of front-to-back office workflows and FIX
• Degree in Finance/Accounting/Economics/Financial Math or related field
• Knowledge of various financial products and derivatives

Responsibilities

• Handle client inquiries on investment accounting topics and analytics reporting
• Provide timely, accurate information on statements and analytics
• Assist with account setup, client lockdowns, compliance, and reconciliation validation
• Collaborate with clients to strengthen relationships and client experience
• Validate investment data against third-party market data and internal tools
• Navigate knowledge bases to resolve client queries efficiently
• Prioritize tasks based on productivity metrics and deadlines
• Contribute to team projects and training of junior staff

Skills

Financial services

Verbal communication

Written communication

Multitasking

Education

Finance degree

Tools

FIX protocol

Broker connectivity

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.
• 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.