Job Description
Job Summary:
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.
Responsibilities:
- Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
- Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
- 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 a Clearwater user.
- Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
- 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.
- Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Required Skills:
- Basic understanding of financial markets.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
- Fluent French speaker
Education and Experience:
- Bachelor’s degree or higher in Financial or Business-related field.
What we offer:
- Access to cutting edge investment reporting technology and expertise
- Continual learning and growth opportunities
- Defined and undefined career pathways allowing you to grow your own way
- Team focused culture that promotes innovation and ownership
- Competitive salary and benefits package inc. private medical and dental insurance, volunteer time off, discounted shares, discounted gym memberships
- Volunteer Time Off to give back to the community
- RSUs as well as employee stock purchase plan
- Work from anywhere 3 weeks out of the year
- Business casual atmosphere
