Subject Matter Expert & Client Servicing

Clearwater Analytics; Singapore; On-site; SGD 100,000 - 125,000; Full time

Job summary

A leading financial technology firm in Singapore seeks a Subject Matter Expert for Client Servicing to manage client onboarding processes. The role involves strong client-facing communication, project management, and a deep understanding of financial products. Candidates should possess a Bachelor’s degree in Accounting or Finance and have over 5 years of relevant experience in the hedge fund or asset management industry. Responsibilities include liaising with clients, managing implementations, and enhancing workflows. Competitive compensation and benefits are offered.

Qualifications

• 5+ years of experience in hedge fund or asset management industry.
• 5+ years of Fintech onboarding or software implementation experience.
• Thorough knowledge of both listed and OTC financial products.
• Solid project management experience.
• 5+ years of relevant experience.

Responsibilities

• Manage new client implementations as the first contact.
• Consult with clients for platform customization and workflow.
• Engage with senior clients to review project progress.
• Liaise with the internal team to support data migration.
• Facilitate the setup of Clearwater software components.
• Identify opportunities for process improvement.

Skills

Client service mentality

Strong client-facing communication

Analytical skills

Project management

Knowledge of financial products

Ability to manage competing priorities

Education

Bachelor’s degree in Accounting or Finance

Tools

Order Management Software

Portfolio Management Software

Investment Record Keeping Software

Job description

Job Summary

The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients. These teams act as the face of Clearwater to our buy‑side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Clearwater teams including Product, Technology, and Account Management.

The Role

Subject Matter Expert – Client Servicing will act as a guide and subject matter expert for clients when implementing Clearwater’s PMS (Portfolio Management System). This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client‑facing communication.

Responsibilities

• Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.
• Consult with clients to match their current and desired business processes with Clearwater software and services solutions.
• Engage senior client and internal stakeholders to review project progress and task‑level status.
• Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.
• Facilitate the setup of various components Clearwater software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc. based on unique client requirements.
• Facilitate the setup of custom Position, Trade and Accounting reporting requirements.
• Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.

Required Skills

• 5+ years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows.
• 5+ years of Fintech onboarding and / or software implementation experience preferred.
• A client‑service mentality and collaborative work style.
• Strong client‑facing communication and analytical skills are paramount.
• Solid project management / milestone / dependency tracking experience with an ability to identify and escalation of project risks.
• Ability to manage competing priorities and deliver with high quality.
• Thorough knowledge of a wide range of both listed and OTC financial products.
• Experience with commercial Order Management, Portfolio Management and Investment Record keeping software.

Education and Experience

Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.

5+ years’ relevant experience.