Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients
Job Summary
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients.
These analysts excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams.
The role involves validating investment data against third-party market sources and managing workflow based on productivity and quality metrics.
Matching Summary
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients.
Skills & Requirements
Must-have
Investment accounting knowledge
Financial statements understanding
Fixed income and equity investments
Microsoft Office proficiency
Attention to detail skills
Nice-to-have
Strong verbal communication skills
Problem-solving abilities
Training junior team members
Proprietary internal tools usage
Long-term project collaboration
Key Requirements
Bachelor's degree in Accounting or Financial field