Client Servicing Associate

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.