Job Description
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.
- Assist in training and coaching more junior team members.
- 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.
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- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
- Bachelors degree or higher in Accounting or Financial/Business-related field.
- 1+ years of relevant experience.
Skills
AccountingFinancial StatementsTransactionsFinanceReconciliationIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Clearwater Analytics marks its presence as a premier provider of investment portfolio analytics and reporting services for institutional investors around the globe. Founded in 2004 and headquartered in Boise, Idaho, the company has swiftly grown to become a pivotal force in the financial technology sector. Clearwater Analytics specializes in delivering high-quality, web-based solutions that offer comprehensive investment portfolio reporting, analytics, and data management services. Their platform supports a wide range of assets and provides real-time visibility into investment portfolios, enabling clients to optimize investment strategies, reduce risk, and streamline operational processes. Serving a diverse client base, including corporations, insurers, investment managers, and custodian banks, Clearwater Analytics is dedicated to simplifying complex investment data and making financial reporting more efficient and transparent. Through its innovative technology and commitment to client service, Clearwater Analytics continues to redefine how investment data is analyzed and reported in the financial industry.
Important dates & deadlines?
Application Deadline
28 Jun 26, 01:25 PM IST
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Client Servicing Associate
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