Lead Client Servicing Associate

Posted Yesterday
Be an Early Applicant
Office, Machaze, Manica
Hybrid
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
The Lead Client Servicing Associate will manage client onboarding, testing connectivity with vendors, and ensuring the Enfusion platform is successfully integrated and functioning for clients. Responsibilities include performing tests, communicating issues, refining processes, and managing job operations.
Summary Generated by Built In

Job Summary

The Interface Testing team is responsible for taking ownership of setting up client environments, testing with vendors and onboarding the client on to the Enfusion (a Clearwater Analytics company) Platform. The team will collaborate with the Business groups/Product team on new development and enhancements for clients.

Responsibilities:

  • Interact with clients/technology providers and project managers via email or telephone to understand and set up connectivity relationships between Enfusion and client’s Prime brokers / Fund Admins.

  • Perform various types of tests on sample trade files of Equity Trades, Equity Swaps, Repos, FX, Stock Loans, and Listed Derivatives transactions. Ensure testing of Interfaces is complete and exhaustive across the entire product scope accounting for any corner case scenarios.

  • Communicate results and issues on a timely basis via email or telephonic conversation to the Prime Brokers.

  • Understand the test trade files and refine testing processes. Follow up with the internal team to fix the issues identified during trade testing.

  • Develop and understand the Enfusion application to identify, isolate and quickly communicate the source of issues.

  • Ensure all jobs, existing and new, are running correctly and any failures are being promptly addressed in a tactical and strategic manner.

Required Skills:

  • Has experience in Trade Capture, trade booking functionality

  • Good to have experience with Client onboarding or Client integration processes.

  • Familiarity with various asset classes in a middle office operations capacity 

  • Proven ability to create and improve processes and best practices

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

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

  • Experience with ticketing tools such as Jira or Zendesk is a plus

Education and Experience

  • Bachelor’s Degree in Finance, Economics, Accounting, or Computer Science

  • 5-8 Years of experience working in a middle office operations role at a fund administrator, financial technology company, or complex asset manager

Top Skills

JIRA
Zendesk

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

Enfusion, a Clearwater Analytics company Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQChicago, IL
Singapore
Bengaluru, Karnataka
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Sydney
Learn more

Similar Jobs

Enfusion, a Clearwater Analytics company Logo Enfusion, a Clearwater Analytics company

Operations Manager

Fintech • Software • Financial Services
Hybrid
Office, Machaze, Manica, MOZ
1100 Employees
12-12 Annually
Hybrid
Office, Machaze, Manica, MOZ
1100 Employees
Hybrid
Office, Machaze, Manica, MOZ
1100 Employees
Hybrid
Office, Machaze, Manica, MOZ
1100 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account