Subject Matter Expert- Client Servicing

Jobgether SRL; India; Remote; INR 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Remote work in Mumbai

Full-time employment

Global client exposure

Job summary

Jobgether SRL, on behalf of our partner, seeks a Subject Matter Expert – Client Servicing in Mumbai, India. You will handle complex client inquiries, provide accurate financial reporting information, and coordinate with cross-functional teams to ensure smooth delivery of investment accounting and operations support for global clients.

The role emphasizes strong knowledge of investment accounting, data validation, reconciliation, and mentoring junior staff.

Qualifications

• Bachelor’s degree or higher in Accounting, Finance, Business, or related field.
• At least 5 years of relevant professional experience in finance, accounting, investment operations, or client servicing.
• Strong understanding of investment accounting principles and financial statements.
• Proficiency in Microsoft Office and ability to learn specialized software.
• Excellent communication and client relationship skills.

Responsibilities

• Manage client inquiries related to investment accounting and financial reporting.
• Provide timely, accurate information on financial statements and analytics.
• Execute account setup, client lockdowns, compliance processes, and reconciliations.
• Build strong client relationships and understand client needs.
• Validate investment data against third‑party sources and reconcile transactions.
• Navigate knowledge bases to investigate and resolve issues.
• Organize daily workflows by priority and urgency.
• Collaborate with internal teams on cross-functional projects.
• Support training and coaching of junior team members.

Skills

Investment accounting

Client servicing

Financial reporting

Data validation

Reconciliation

Cross-functional collaboration

Attention to detail

Mentoring junior staff

Education

Bachelor’s degree in Accounting/Finance

Tools

MS Excel

Financial software

Job description

This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Subject Matter Expert – Client Servicing based in Mumbai, India.

We are seeking an experienced client servicing professional with a strong background in investment accounting and financial operations to deliver high-quality support to global clients. In this role, you will address complex client inquiries, provide accurate financial reporting information, and ensure efficient resolution of operational issues. You will collaborate with clients and cross-functional teams to strengthen relationships and enhance the overall client experience. The position combines technical financial expertise, analytical problem-solving, and workflow management in a dynamic, client-focused environment. You will also contribute to long-term projects, share knowledge, and support the development of junior team members. This is an opportunity to make a meaningful impact on service quality, operational accuracy, and client satisfaction.

Accountabilities

• Manage client inquiries and requests related to investment accounting, asset classes, financial markets, and financial reporting.

• Provide timely, accurate, and comprehensive information on financial statements and analytics reporting.

• Execute operational activities, including account setup, client lockdowns, compliance processes, and reconciliation validation.

• Build and maintain strong client relationships by understanding their needs and delivering effective, reliable support.

• Validate investment data against third-party market data sources and use internal tools to reconcile investment transactions.

• Navigate knowledge bases, documentation, and available resources to proactively investigate and resolve client issues.

• Organize daily workflows according to productivity, quality, urgency, and business-critical priorities.

• Handle complex client queries and collaborate with internal teams on cross-functional and long-term improvement projects.

• Support the training, coaching, and development of junior team members while reviewing their work to maintain service quality and accuracy.

Requirements

• Bachelor’s degree or higher in Accounting, Finance, Business, or a related field.

• At least 5 years of relevant professional experience in finance, accounting, investment operations, or client servicing.

• Strong understanding of investment accounting principles, financial statements, amortization, interest income, and related accounting concepts.

• Familiarity with accounting, compliance, risk, and performance reporting.

• Intermediate knowledge of fixed-income and equity investments; familiarity with alternative security types is an advantage.

• Strong computer skills, including proficiency in Microsoft Office and the ability to learn and use specialized software tools.

• Excellent attention to detail, documentation, and data-validation skills.

• Outstanding written and verbal communication skills, with the ability to explain financial concepts clearly to clients and colleagues.

• Strong organizational and interpersonal skills, with the ability to prioritize competing demands and manage workflows effectively.

• Excellent analytical thinking, problem-solving, and decision-making abilities.

• Demonstrated ability to handle complex requests, collaborate across teams, and support the development of less experienced colleagues.

Benefits

• Remote working arrangement based in Mumbai, India.

• Full-time employment opportunity.

• Opportunity to work with global clients and develop expertise in investment accounting, financial reporting, and investment operations.

• Exposure to complex client challenges, cross-functional projects, and opportunities to mentor junior team members.

• Salary, healthcare coverage, paid leave, and additional benefits were not specified in the available job description and should be confirmed during the recruitment process.

We appreciate your interest and wish you the best!