Client Servicing Analyst
Core
Deliver operational support and resolve client inquiries regarding investment accounting, asset classes, and financial markets.
Role type
Client Servicing Analyst
Builds
Operational support for Clearwater's global clients
Domain
Financial Services / Investment Accounting
Deliverable
client delivery
Required skills
Investment accounting, Financial statements, Reconciliation, Microsoft Office, Problem-solving
Preferred skills
Finance experience, Accounting experience
Responsibilities
Manage client inquiries on investment accounting and asset classes, Deliver timely Financial Statements & Analytics Reporting, Complete operational tasks like account setup and reconciliation validation, Validate investment data against third-party market data sources, Navigate knowledge base to solve client queries, Manage workflow based on productivity and quality metrics, Collaborate on long-term projects with internal teams