Subject Matter Expert- Client Servicing

Clearwater Analytics; United States; Remote; USD 70.000 - 110.000; Vollzeit

Zusammenfassung

Clearwater Analytics is seeking a Client Servicing Analyst to deliver top-tier operational support and build strong relationships with our global clients. You will address inquiries on investment accounting matters and act as a bridge between clients and internal teams to resolve issues promptly and accurately.

Key duties include handling inquiries on investment accounting topics, providing timely information on financial statements and analytics, onboarding and coaching junior staff, and

Qualifikationen

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

Aufgaben

• Provide operational support and manage client inquiries on investment accounting topics.
• Deliver timely, accurate information regarding financial statements and analytics.
• Assist in onboarding and training junior staff and conduct oversight on their work.
• Collaborate with clients and internal teams to resolve issues and improve the client experience.
• Validate investment data against third-party market data sources and use internal tools for reconciling transactions.
• Navigate knowledge bases to proactively solve client queries and problems.
• Prioritize tasks to meet productivity and quality metrics.
• Lead or participate in long-term projects with other internal teams.
• Handle complex client queries as needed.

Kenntnisse

Investment accounting

Accounting reports

Fixed income

Equity investments

Alternative securities

Finance experience

Microsoft Office

Attention to detail

Communication skills

Organizational skills

Problem solving

Ausbildung

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

Jobbeschreibung

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 topicsacross investment accounting, asset classes, and financial markets.
• Deliver timelyand accurateinformation regardingFinancial 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 proficiencyin 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; organizingyour day to prioritizehigh 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.
• Assistin 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 proficiencyin 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 Accountingor Financial/Business-relatedfield.
• 5+ years of relevant experience.