Lead Client Servicing Associate - OMS

Clearwater Analytics

Job Summary

The OEMS Product Support Organization provides client-facing support for the Enfusion OEMS module, assisting clients with their daily trading operations. The OEMS Product Specialist acts as a liaison between client-facing teams and internal development/product teams. This role involves performing tier II technical electronic trading support for Enfusion’s OEMS (Order and Execution Management System), requiring the ability to diagnose, judge criticality, and establish the scope of issues in real-time.

Must Have

  • Deploy and provide OEMS level II support across trader workflows, FIX connectivity, allocations and order sizing, pre-trade compliance.
  • Work with technology and OEMS product teams to streamline processes and communication.
  • Investigate issues and escalate to the OEMS development team as needed.
  • Maintain awareness of issue status after handing off to other teams.
  • Provide specialized support to enterprise clients.
  • 2+ years of related experience.
  • General knowledge of trader workflows, FIX connectivity, allocations and order sizing, and pre-trade compliance.
  • Jira/Zendesk/Logs experience.
  • Good communication skills, both verbally and in writing.

Good to Have

  • Electronic Trading background preferred.
  • Exposure and experience in finance preferred.
  • Familiarity with JSON, XML, and UNIX is a plus.

Perks & Benefits

  • Business casual atmosphere
  • Team focused culture that promotes innovation and ownership
  • Access cutting edge investment reporting technology and expertise
  • PTO and volunteer time off to give back to the community
  • Defined and undefined career pathways allowing you to grow your own way
  • Work from anywhere 3 weeks out of the year
  • Work from home Fridays
  • Maternity and paternity leave

Job Description

THE TEAM:

The OEMS Product Support Organization provides client-facing support to assist clients with the Enfusion OEMS module for their daily trading operations.

THE ROLE:

The OEMS Product Specialist acts as a liaison between our client-facing teams and internal development and product teams. The purpose of this role is to perform tier II technical electronic trading support for Enfusion’s OEMS (Order and Execution Management System). This will require knowing how to diagnose, judge the criticality, and establish the scope of the issue in real-time.

WHAT YOU’LL DO:

  • Deploy and provide OEMS level II support across trader workflows, FIX connectivity, allocations and order sizing, pre-trade compliance, and more for an industry-leading investment management platform.
  • Work with the technology and OEMS product teams to streamline processes and communication with groups in the support side of the organization.
  • Investigate issues and escalate to the OEMS development team as needed.
  • Learn how the technology behind the system works and complete OEMS level I and II certification programs.
  • Assess patterns in support tickets, requests, and alerts, helping to increase the efficiencies of training and support.
  • Identify and implement areas lacking automation.
  • Work with development to forecast the severity of issues and throughput for fixing issues across teams.
  • Maintain awareness of issue status after handing off to other teams.
  • Provide specialized support to enterprise clients.

WHAT YOU’LL NEED:

  • 2+ years of related experience (Electronic Trading background preferred).
  • Exposure and experience in finance (preferred).
  • General knowledge of trader workflows, FIX connectivity, allocations and order sizing, and pre-trade compliance.
  • Familiarity with JSON, XML, and UNIX is a plus.
  • Jira/Zendesk/Logs experience.
  • Good communication skills, both verbally and in writing.

WHAT WE OFFER:

  • Business casual atmosphere
  • Team focused culture that promotes innovation and ownership
  • Access cutting edge investment reporting technology and expertise.
  • PTO and volunteer time off to give back to the community
  • Defined and undefined career pathways allowing you to grow your own way
  • Work from anywhere 3 weeks out of the year
  • Work from home Fridays
  • Maternity and paternity leave

6 Skills Required For This Role

Communication Game Texts Xml Unix Json Jira