Client Servicing Associate - Interfaces Operations

Posted 3 Days Ago
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Office, Machaze, Manica
Hybrid
Junior
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
As a Client Servicing Associate, you'll resolve queries, improve processes, design workflows for data transport, and enhance client relationships in finance operations.
Summary Generated by Built In
The Team:

The Interface Operations team are responsible for taking ownership of priority queries, workflows, and projects across third party interfaces, consistently delivering optimal solutions for clients. The team will collaborate with Account Management, Interfaces Product and Interfaces Testing on new development and enhancements for clients. This role will report to the Interface Operations Team Lead.

What You’ll Do:

  • Proactive break resolution - 3rd party communication related to break resolution

  • Review of Daily and Monthly activities

  • Contribute to process improvement and team building related to all the above responsibilities

  • Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.

  • Conduct investigation for reconciliation queries, resolving any issues relating to vendor data/prime broker data.

  • Be part of a team who are the trusted point of contact within the firm to collaborate with internal and external stakeholders (Clients, Sales, AM, Vendors, PB’s, Onboarding) to handle requests promptly and appropriately, and communicates key product insights effectively.

  • Strengthen our client and vendor relationships through strong delivery, clear business communication, and setting appropriate expectations.

What You’ll Need:

  • Bachelor’s Degree in Finance, Economics, Accounting, etc

  • 2+ years of experience working at a fund administrator, financial company, PB, custodians or asset manager

  • Familiarity with various asset classes and financial instruments (Equities, Options, Futures, FX, Fixed Income, CDS, Total Return Swaps, etc.) in a middle office capacity

  • Understanding of basic portfolio management concepts, including trading workflows and reconciliation workflows

  • Proven ability to effectively communicate with all levels of staff and management

  • Highly organized, self-driven, extremely quick learner, and able to work in a fast-paced environment

  • Strong organization and Time management skills as this hire will both manage and need to get involved in technical problem solving.

What we offer

  • Business casual atmosphere

  • Team focused culture that promotes innovation and ownership

  • Access cutting edge technology and expertise 

  • RSUs as well as employee stock purchase plan  

  • PTO and volunteer time off to give back to the community 

  • Defined and undefined career pathways allowing you to grow your own way 

  • Work from anywhere 3 weeks out of the year 

Top Skills

Financial Instruments
Portfolio Management Concepts
Reconciliation Workflows
Trading Workflows

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
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The Company
HQ: Chicago, IL
1,100 Employees
Year Founded: 1997

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.

Typical time on-site: Flexible
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