Client Servicing Analyst-2

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 experience preferred.
  
• 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.