Client Servicing Associate

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:

• Onboard new clients onto the Enfusion platform and set up “customized” reports for various business monitoring needs
• Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients
• Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding/implementation stage
• Leverage the Enfusion system to build impactful reports for COO’s / CIO’s, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants
• Advise clients on reporting best practices and partner with clients to create custom Position and P&L reports, Trade and order blotters, Post Trade Compliance and Regulatory reports, Exposure analysis, Bespoke Risk and Scenario reporting, financial statement reporting, and much more within Enfusion platform
• Construct custom fields/columns using Java/JavaScript code to meet the varying needs of our diverse client base
• Work closely with solutioning and project managers to ensure we consistently meet the business needs of Enfusion’s growing and evolving client base.
• Partner with the Product Management team to work on complex reporting requirements and determine product enhancements with respect to columns/fields

Required Skills:

• Knowledge of Java Script
• Organized, detail-oriented, and excellent analytical skills
• Methodical and determined approach to problem-solving
• Ability to handle and prioritize multiple tasks and work independently
• Excellent verbal and written communication skills
• Client-facing experience will be beneficial

Education and Experience:

• Bachelor’s Degree in Computer Science, Finance, Accounting, or related field preferred
• 1+ years of front office/middle office/back-office reporting and/or custom reporting experience at a prime broker, fund administrator, investment management company, or financial technology firm