Client Servicing Associate

1 week ago

Bengaluru India Clearwater Analytics (CWAN) Full time

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. 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: - Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. - Understanding of Equity, F&O and OTC Products, ISDA agreements, NFA and OR Fees - Hands-on experience working on GL's, COA's, Reconciliation Reports, commission rules - Ability to handle and prioritize multiple tasks and work independently - Finance and/or accounting experience preferred. - 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. - The candidate should be comfortable working US hours. Education and Experience: - Bachelor's degree or higher in Accounting or Financial/Business-related field. - 1+ years of relevant experience in Middle/Back Office. Preferably in Hedge Fund

  • Client Service Associate

    2 weeks ago

    Bengaluru, Karnataka, India Terralytics Analysis Full time ₹ 3,50,000 - ₹ 6,50,000 per year

    Job SummaryWe are looking for a Client Service Associate to manage client communication, handle inbound calls and resolve escalations. As a Client Service Associate you will be bridging the gap between legal team and our clients.Provident fund

  • Client Services Associate

    3 weeks ago

    Coimbatore, India Dream On Travel Full time

    Job Description About the role: We are looking for an experienced client associate who can effectively communicate with customers, calmly explain the packages, and handle inquiries and complaints in a nuanced and composed manner. Responsibilities - Communicate and negotiate effectively with customers and develop strong relationships with travellers - Keep...

  • Client Service Associate

    2 weeks ago

    Bengaluru, Karnataka, India Planotech Group Full time

    We are hiring! Opening positions: 1. Operations / Client Service Associates 2. Technicians 3. 2D / 3D designers 4. Drivers 5. Associates in Accounts / Administration / HR "Freshers" are considered. Salary - According to the industry standards. **Job Types**: Full-time, Permanent, Internship **Benefits**: - Health insurance - Provident Fund Schedule: - Day...

  • Client Service Associate

    2 weeks ago

    Bengaluru, India V Astute Full time

    **JD for Client Servicing Associate**: Client Relationship Management: Build and maintain strong, long-term relationships with clients to understand their business goals, marketing objects, and advertising requirements. Project Coordination: Act as point of contact for clients and internal teams, coordinating the execution of advertising campaigns,...

  • Associate Account Manager

    3 weeks ago

    Bengaluru, Karnataka, India, Karnataka LWYD Interactive Full time

    Role: Associate Account Manager – Client ServicingCompany: LWYD Interactive LLPLocation: BangaloreExperience: 1 to 3 years Job Summary:We are seeking an Associate Account Manager to manage our client relationships and ensure their satisfaction with our products and services. The ideal candidate should have at least 1-2 years of experience in a...

  • Associate, Client Service I

    1 day ago

    India BNY Full time

    **Associate, Client Service I** At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with...

  • Client Service Associate

    19 hours ago

    Mumbai, Maharashtra, , India COLIFT Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    About COLIFTCOLIFT is a leading Europeanexpert network platform that connects businesses with a vast network ofpre -vetted consultants and freelance experts. We help our clients provideon -demand primary insights from a global professional network. COLIFT experts andour clients include phone consultations, expert webinars and in -personmeetings. Aboutthe...

  • Client Services Associate I

    7 days ago

    Bengaluru, Karnataka, India ICON Plc Full time

    Client Services Associate I - India, Bangalore - Hybrid, Office-based ICON plc is a world-leading healthcare intelligence and clinical research organization. We’re proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development We are currently seeking a...

  • Client Services Associate I

    2 weeks ago

    Bengaluru, Karnataka, India ICON Plc Full time

    Client Services Associate I - India, Bangalore - Hybrid, Office-Based ICON plc is a world-leading healthcare intelligence and clinical research organization. We’re proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical development We are currently seeking a...

  • ▷ Immediate Start: Lead Associate, Client Support Services

    6 days ago

    Bengaluru, India BetaNXT Full time

    Job Description Level/Function: Lead Associate, Client Support Services Title: Lead Associate, Client Support Services About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the...