Client Servicing Associate

1 day ago

Noida Uttar Pradesh, India Clearwater Analytics Full time

Job Summary:
Client Servicing Associates 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.- Intermediate understanding of fixed income and equity investments.- 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.

Education and Experience:
- Bachelor’s degree or higher in Accounting or Financial/Business-related field.- 1+ years of relevant experience.

  • Client Service Associate

    3 days ago

    Noida, Uttar Pradesh, India Seven Consultancy Full time

    JOB DETAILS 1 Serve as a day-to-day point of client contact2 Research and prepare client presentations, reports and conduct in-person client meetings3 Research on industry & competitor trends to apply best practices to client portfolio4 Understanding client goals/objectives and their entire digital marketing needs including Search Engine Marketing (SEM),...

  • Client Relationship Associate

    1 day ago

    Noida, Uttar Pradesh, India APPNEURAL Pvt. Ltd. Full time

    Job Description: Client Relationship Associate. Position: Client Relationship Associate. Location: Noida. Experience: 0- 1 Year Company: APPNEURAL Pvt. Ltd. **Job Type**: Full time Job Summary: APPNEURAL Pvt. Ltd. Is looking Client Relationship Associate responsible for building and maintaining strong relationships with clients, ensuring their...

  • Associate, Client Services

    1 week ago

    Noida, Uttar Pradesh, India S&P Global Full time

    **Associate, Client Services**: - Noida, India - Sales - 316295 **Job Description**: **About The Role**: **Grade Level (for internal use)**: 07 The Team: S&P Global Trading Analytics delivers cutting-edge quantitative tools which help brokers and asset managers meet regulatory compliance reporting needs. Evolving global regulations continue to drive...

  • Client Relationship Associate

    9 hours ago

    Noida, Uttar Pradesh, India The OmniJobs Full time

    **Job Title**: Client Relationship Associate (CRA) **Job Location**: A100, Sector 4, Noida (Near Sector 16 Metro Station). **Salary**: ₹15,100/month (inclusive of ESI Card) **Experience**: Freshers **Qualifications**: Minimum 12th **Terms**: Permanent - Onsite **Position Overview**: We are looking for enthusiastic and driven individuals to join our...

  • Client Services Associate

    7 days ago

    Lucknow, Uttar Pradesh, India raj prints Full time

    Work with clients and colleagues to ensure proper account opening procedures and documentation - **Schedule and prepare for client meetings; enter and maintain client data in financial planning and portfolio analysis software, prepare reports and other deliverables**: - Maintain thorough notes from client meetings; manage projects related to financial...

  • Client Relationship Associate

    3 days ago

    Noida, Uttar Pradesh, India Hirehut Full time

    NGO Calling Process... Profile - Client Relationship Associate (CRA) Qualification - 12th passed/Graduation Completed Experience - Freshers Skills - Excellent communication skills Location - A100 Sec 4,Noida Near Sector 16 metro station Salary - For Freshers Salary 15,100k including ESI Card + 500 Attendance Bonus + good incentives Pay:...

  • Client Relationship Associate

    6 days ago

    Noida, Uttar Pradesh, India Creation Deck Full time

    *Urgent Hiring for Noida location* *Company - SmileIndia Trust (NGO Calling)* - Profile - Client Relationship Associate (Sales Profile) - Gender - Female preferred with good comms/ Male with sales experience and comms also welcom - Process - Domestic (Voice sales process) Client relationship associate - Salary - 13k to 15k (Noida sector 4) *(15,100 INR +...

  • Client Relationship Associate

    1 week ago

    Noida, Uttar Pradesh, India Nozomi Enterprises Full time

    **Profile - **Client Relationship Associate (CRA) **Qualification - **12th passed/Graduation Completed **Experience - **Freshers **Skills - **Excellent communication skills **Location - **A100 Sec 4,Noida Near Sector 16 metro station **Salary - For Freshers** Salary 15k including ESI Card + 500 Attendance Bonus + good incentives Application Question(s): -...

  • Client Relationship Associate

    5 days ago

    Noida, Uttar Pradesh, India TheOmniJobs Full time

    **Position Overview**: We are seeking enthusiastic and driven individuals to join our team as Client Relationship Associates (CRA) for one of our clients. This is an excellent opportunity for freshers who have strong communication skills and are eager to build a career in client relations. **Key Responsibilities**: - Engage with potential clients through...

  • Client Servicing Executive

    3 days ago

    Noida, Uttar Pradesh, India Nirwana.AI Full time

    Cultivating solid relationships with clients through the provision of exceptional after-sales service. - Creating a positive onboarding experience for new clients. - Identifying ways to overcome clients' initial dislike of company products. - Maintaining an accurate record of all existing and potential clients. - Responding to client inquiries in a timely...