Subject Matter Expert- Client Servicing

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. - Deal with some of the more complex client queries. - Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work. Required Skills: - Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. - Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports. - Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. - Prior experience in finance and/or accounting. - 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. - 5+ years of relevant experience. Originally posted on Himalayas