Subject Matter Expert - Client Servicing

Posted Yesterday
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Hiring Remotely in Hong Kong
Remote or Hybrid
Mid level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Serve as the primary contact for client inquiries involving P&L NAV calculations, investment accounting, asset classes, and financial markets. Provide timely solutions through email and phone, perform account setup, compliance, lockdown, and reconciliation tasks, and manage workflow against productivity and quality metrics. Build client relationships, document solutions, and resolve complex issues using internal tools and knowledge bases.
Summary Generated by Built In

Responsibilities: 
Serve as the primary point of contact for client inquiries & requests on various topics across P&L NAV calculations, investment accounting, asset classes, and financial markets.
Responsible for incoming client inquiries via email and phone calls. 
Deliver in timely and effective solutions to client problems.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation. 
Collaborate directly with clients to build valuable relationships and enhance their experience as an ENFN/CWAN 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. 
Deal with some of the more complex client queries. 
Required Skills: 
Strong client servicing skills, able to comprehend client inquiries and clearly articulate solutions and/or workarounds to clients.
Strong problem-solving skills.  Able to conceptually relate the client business case with system functionalities and limitations.
Familiarity with buy-side operations workflow is preferred.
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. 
Prior experience in finance and/or accounting. 
Strong computer skills, including proficiency in Microsoft Office. 
Excellent attention to detail and strong documentation skills. 
Excellent English communication skills, both verbal and written. Proficiency in Chinese (Cantonese/Mandarin) is preferred.
Strong organizational and interpersonal skills. 
Exceptional problem-solving abilities. 
Education and Experience:
Bachelor’s degree or higher in Accounting or Financial/Business-related field.
Working experience with hedge funds, fund admins, and prime brokage would be a plus. 
3 to 5 years of relevant experience.

Skills Required

  • Bachelor's degree or higher in Accounting or a financial or business-related field
  • 3 to 5 years of relevant experience
  • Prior experience in finance and/or accounting
  • Strong client servicing and communication skills
  • Strong problem-solving abilities
  • Intermediate understanding of fixed income and equity investments
  • Strong computer skills, including proficiency in Microsoft Office
  • Excellent English verbal and written communication skills
  • Excellent attention to detail and documentation skills
  • Strong organizational and interpersonal skills
  • Familiarity with buy-side operations workflow
  • Basic knowledge of alternative security types
  • Proficiency in Chinese, Cantonese, or Mandarin
  • Experience with hedge funds, fund administrators, or prime brokerage

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai
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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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Clearwater Analytics (CWAN) Offices

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