Subject Matter Expert- Client Servicing

Clearwater Analytics; Maharashtra; On-site; INR 450,000 - 750,000; Full time

Job summary

Clearwater Analytics is seeking a Client Servicing Analyst to deliver top-notch operational support for global clients and strengthen client relationships in investment accounting and related topics.

The role requires deep knowledge of FIX protocol, investment products, and front-to-back office workflows, plus strong communication skills. You will work on inquiries, coordination with internal teams, and ongoing client training to ensure high satisfaction and efficient issue resolution.

Qualifications

• 4+ years of experience in Financial Services and Investment Technology.
• 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

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.

Skills

Financial Services

FIX protocol

Broker FIX connectivity

Finance degree

Derivatives knowledge

Multitasking

Communication skills

Education

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

4+ years of relevant experience

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.

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.