- Ensure client’s BAU activities are in good order and all commitments and deliverables are being met by maintaining and reviewing daily client dashboards and closely monitoring open issues
- Manage and maintain client profile details in a centralized CRM tool which includes AUM, strategy, assets traded, end-to-end functions utilized, key stakeholders and third-party relationships
- Act as an escalation point and subject matter expert for any client issues ensuring accurate, organized and timely resolution
- Work closely with client onboarding, product support and technology teams to deliver cohesive solutions that follow industry and system best practices
- Provide consultation on workflows and identify potential opportunities to expand relationship
- Proactively monitor client health via scorecards and develop remediation plans when necessary
- Conduct quarterly meetings with clients to obtain feedback on overall satisfaction
- Ensure clients are successful in meeting their goals with CWAN and are in a referenceable state
- 5+ years of relevant industry experience (preferably at buy-side, sell-side, admin or competitor) or 3+ years of CWAN platform experience
- Bachelor’s degree required - Finance, Accounting, Economics, Financial Math or related fields is preferred.
- Strong understanding of investment management workflows and operations
- Organized, motivated performer; willing to learn technical and operational competencies
- Ability to cultivate and foster strong relationships with key client stakeholders
- Capable of independently managing clients with effective written and verbal communication
- Strong collaboration & team building skillset
- Ability to manage competing priorities and competent in planning systematically
- Strong problem solver with the ability to break down problems to their core issues and develop pragmatic, workable solutions
- Very strong execution and delivery focus – gets things done
Top Skills
What the Team is Saying
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.
