Client Servicing Analyst

1 Month ago • 1 Years +

Customer Service

Job Description

Client Servicing Analysts provide top-tier operational support and build strong client relationships for Clearwater's global clients. They handle investment and accounting inquiries, acting as a crucial link between clients and internal teams. Their role involves delivering prompt, precise, and comprehensive responses to client queries, aiming to efficiently resolve issues and turn clients into enthusiastic advocates for Clearwater.

Good To Have:

Finance and/or accounting experience preferred.

Must Have:

Manage client inquiries and requests on investment accounting, asset classes, and financial markets.
Deliver timely and accurate Financial Statements & Analytics Reporting.
Complete operational tasks like account setup, client lockdowns, compliance, and reconciliation validation.
Collaborate directly with clients to build valuable relationships.
Validate investment data against third-party market data sources.
Proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigate knowledge base and documentation to solve client queries.
Manage workflow based on productivity and quality metrics.
Take on team and client-related long-term projects.
Assist in training and coaching junior team members.
Good understanding of investment accounting, financial statements, amortization, and interest income.
Intermediate understanding of fixed income and equity investments.
Strong computer skills, including Microsoft Office proficiency.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Bachelor’s degree or higher in Accounting or Financial/Business-related field.
1+ years of relevant experience.

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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.
Intermediate understanding of fixed income and equity investments.
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.

Education and Experience:

Bachelor’s degree or higher in Accounting or Financial/Business-related field.
1+ years of relevant experience.

Welcome

Thank you for your interest in a career with Clearwater!

About us

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Don’t meet every single requirement?

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.

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