Subject Matter Expert- Client Servicing

Clearwater Analytics; Mumbai; Remote; INR 1,200,000 - 1,800,000; Full time

Job summary

Clearwater Analytics is hiring a Subject Matter Expert- Client Servicing to deliver top-tier operational support for global clients in investment accounting. You will address inquiries on investment accounting topics, financial statements, and analytics reporting, while ensuring timely resolutions and excellent client experience.

Responsibilities include handling account setups, reconciliations, and compliance tasks; collaborating with clients and internal teams; and mentoring junior staff as

Qualifications

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

Responsibilities

• Manage client inquiries & requests across investment accounting, asset classes, and financial markets.
• Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
• Complete operational tasks such as account setup, client lockdowns, compliance, reconciliation validation.
• Collaborate with clients to build relationships and enhance their Clearwater user experience.
• Validate investment data against third-party market data sources and use internal tools for reconciling transactions.
• Navigate knowledge base and documentation to proactively solve client queries.
• Organize workload based on productivity and quality metrics; prioritize high-importance tasks.
• Participate in long-term projects with cross-team collaboration.
• Handle complex client queries and assist in training junior staff.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Accounting concepts

Microsoft Office

Attention to detail

Verbal and written communication

Organizational skills

Problem-solving

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

Job description

## Subject Matter Expert- Client ServicingApply: Remote - IND - Mumbai: Full time: Posted Today: End Date: October 26, 2026 (13 days left to apply): R6473-1**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.* 5+ years of relevant experience.