Client Servicing Analyst
Clearwater Analytics · Mumbai · onsite · Posted 27d ago
Undisclosed1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Summary:
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwaters 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 .
Required Skills:
- Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts .
- Fi nance 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.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
microsoft officemarket dataoperational supportAmortizationAnalyticsInvestment AccountingClient ServicingCommunication SkillsFinancial StatementsAccountingcomplianceFinancial Markets
About Clearwater Analytics
Clearwater Analytics
Internet
257
employees
2004
22 years old
Boise, Idaho
United States of America
₹15.6L PA avg
Avg at Clearwater Analytics
About
Clearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.
Industries
InternetSoftware Product
Employee ratings
10 reviews
2.6/ 5
Culture
2.2
Career growth
1.9
Work-life
3.1
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