Client Servicing Associate

3 days ago

Bengaluru, Karnataka, India Clearwater Analytics Full time ₹ 9,00,000 - ₹ 12,00,000 per year

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

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