Subject Matter Expert- Client Servicing

Overview

Subject Matter Expert in Client Servicing at Clearwater Analytics, delivering operational support and answering investment and accounting inquiries for global clients while serving as the link between clients and internal teams.

What you'll do

• Manage client inquiries and requests on investment accounting, asset classes, and financial markets.
• Deliver timely and accurate information regarding Financial Statements and Analytics Reporting.
• Complete operational tasks such as account set up, client lockdowns, compliance, and 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.
• Navigate the knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
• Manage workflow based on productivity and quality metrics, prioritizing high importance or critical work.
• Take on 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.

What you'll need

• 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.
• 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.
• Bachelor's degree or higher in Accounting or a Financial/Business-related field.
• 5+ years of relevant experience.

Nice to have

• Basic knowledge of alternative security types.

Details

• Work mode: Remote.
• Location: Mumbai, India.