Client Servicing Analyst (French Speaker)

21 Hours ago • All levels

Job Summary

Job Description

The Client Servicing Analyst is responsible for providing excellent operational support and building strong relationships with global clients. They will manage client inquiries related to investment and accounting, serving as a link between clients and internal teams. The role involves delivering prompt and accurate responses to client queries, aiming to resolve issues efficiently and encourage client satisfaction. Key responsibilities include managing client inquiries, providing information on financial statements, completing operational tasks like account setup and reconciliation, collaborating with clients, validating investment data, and managing workflow based on metrics. The role requires proactive problem-solving and involvement in team projects.
Must have:
  • Understanding of investment accounting and financial concepts.
  • Finance or accounting degree or knowledge.
  • Fluency in French and English.
  • Strong computer skills, including Microsoft Office.
  • Excellent attention to detail and documentation skills.
  • Outstanding verbal and written communication.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.

Job Details

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.

Required Skills:

  • Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
  • Finance and/or accounting degree or knowledge.
  • Fluency in French and English.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Excellent attention to detail and strong documentation skills.
  • Outstanding verbal and written communication skills.
  • Strong organisational and interpersonal skills.
  • Exceptional problem-solving abilities.

Education and Experience:

  • Bachelor’s degree or higher in Accounting or Financial/Business-related field.

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About The Company

Clearwater Analytics is a global industry-leading SaaS solution which automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio performance reporting, data aggregation, reconciliation, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing.

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