Client Servicing Analyst

About the job

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. • Assist in training and coaching more junior team members. Required Skills: • 4+ years of experience in Financial Services and Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment. • Experience of 2-3 year in FIX protocol and broker fix connectivity on global electronic trading systems. • Overviewing & troubleshooting direct FIX connection request, EMS staging request & Drop copy requests. • Degree in Finance, Accounting, Economics, Financial Math or related field. An understanding of front to back office workflows for electronically trading workflows, including FIX Protocol. • A strong understanding of a variety of financial products and derivatives. • Ability to handle and prioritize multiple tasks and work independently. • Excellent verbal and written communication skills. Education and Experience: • Bachelor’s degree or higher in Accounting or Financial/Business-related field. • 4+ years of relevant experience.

Requirements

• Financial Services
• Investment Technology
• FIX protocol
• Broker fix connectivity
• Financial products

Qualifications

• Bachelor’s degree in Accounting
• Financial/Business-related field

Preferred Technologies

• Financial Services
• Investment Technology
• FIX protocol
• Broker fix connectivity
• Financial products

About the company

Clearwater Analytics delivers web-based investment management and accounting solutions. Their focus is on top-notch operational support and fostering strong relationships with clients globally.