Lead Client Servicing Associate

1 week ago

Mumbai, Maharashtra, India Clearwater Analytics Full time ₹ 6,00,000 - ₹ 18,00,000 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 security creations, corporate action event management and accounting matters, serving as a vital link between clients and internal teams. Analysts will be responsible for managing daily activities which will be related to instrument creations, corporate action event management, and securities price-related issues.

Responsibilities: 

Act as primary Market-Data-related point of contact for all internal teams

Catalog and organize Market-Data-related issues and common, recurring tasks from internal and external sources

Creation of various instrument creations like Equities, Bonds, Warrants, futures, Options, etc.

Monitoring price files for various ASIA, EUROPE & US exchanges and requiring coordination with Internal teams in terms of missing price files.

Deliver timely and accurate information regarding various corporate actions like Stock dividends, Cash dividends, Stock splits, mergers & Acquisition, and Spinoff.

Knowledge of various vendors like Refinitiv, Bloomberg, FactSet, and SIX will be an added advantage.

Need to maintain FAQ page for Market data team on internal portal for reference for all Enfusion team.

Always ensure to maintain SLA, which is agreed for deliverables to various clients.

Effective communication with stakeholders and other clients irrespective of region during ASIA, EMEA & US hours.

Good Communication skills while dealing with clients and understanding the aspects related to BAU in depth.

Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user. 

Manage workflow based on productivity and quality metrics, organizing your day to prioritize high importance or critical work. 

Required Skills: 

Good understanding of mandatory and voluntary corporate action and their impact on prices of securities.

Intermediate understanding of fixed income and equity instrument types.

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. 

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