Job Description
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:
1. Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
2. Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
3. Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
4. Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
5. Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
6. Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries ...