Urgent: Client Servicing Associate

2 weeks ago

Mumbai, Maharashtra, India Clearwater Analytics Full time
Job Description

Job Summary:

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater&aposs 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:

- Onboard new clients onto the Enfusion platform and set up customized reports for various business monitoring needs
- Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients
- Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding/implementation stage
- Leverage the Enfusion system to build impactful reports for COOs / CIOs, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants
- Advise clients on reporting best practices and partner with clients to create custom Position and P&L reports, Trade and order blotters, Post Trade Compliance and Regulatory reports, Exposure analysis, Bespoke Risk and Scenario reporting, financial statement reporting, and much more within Enfusion platform
- Construct custom fields/columns using Java/JavaScript code to meet the varying needs of our diverse client base
- Work closely with solutioning and project managers to ensure we consistently meet the business needs of Enfusions growing and evolving client base.
- Partner with the Product Management team to work on complex reporting requirements and determine product enhancements with respect to columns/fields

Required Skills:

- Knowledge of Java Script
- Organized, detail-oriented, and excellent analytical skills
- Methodical and determined approach to problem-solving
- Ability to handle and prioritize multiple tasks and work independently
- Excellent verbal and written communication skills
- Client-facing experience will be beneficial

Education and Experience:

- Bachelors Degree in Computer Science, Finance, Accounting, or related field preferred
- 1+ years of front office/middle office/back-office reporting and/or custom reporting experience at a prime broker, fund administrator, investment management company, or financial technology firm

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