Client Servicing Associate

6 days ago

Mumbai Maharashtra, India Clearwater Analytics Full time

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:
- 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 COO’s / CIO’s, 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 Enfusion’s 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:
- Bachelor’s 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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