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
Client support workflows and accurate financial reporting responses
Domain
Financial Services / Investment Accounting
Deliverable
client delivery
Required skills
Investment accounting knowledge, Financial statements analysis, Reconciliation validation, Microsoft Office proficiency, Data validation against third-party sources, Workflow prioritization
Preferred skills
Finance or accounting experience, Proprietary internal tools proficiency
Responsibilities
Manage client inquiries on investment accounting and asset classes, Deliver timely Financial Statements & Analytics Reporting, Complete operational tasks like account setup and compliance, Validate investment data against third-party sources, Navigate knowledge base to solve client queries, Manage workflow based on productivity metrics, Execute long-term client and team projects