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 Reconciliations, trade file issues, file delivery issues and other generic information related to the integration and setups, 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 asset classes and financial markets.
Deliver timely and accurate information regarding Reconciliation, trade file issues.
Complete operational tasks such as scheduling files via SFTP, creating jobs for delivery of trade files, reconciliation validation etc
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
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 queries and any long-term projects that may involve collaboration with other internal teams.
Assist in training and coaching more junior team members.
Required Skills:
Good understanding of financial markets, derivative products, Reconciliation etc.
Intermediate understanding of fixed income and equity investments.
Prior experience on Reconciliation or Trade capture or integration processes 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.
1+ years of relevant experience.
Top Skills
What We Do
Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.
From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.
Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.
Why Work With Us
Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.
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Enfusion, a Clearwater Analytics company Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.