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Client Servicing Associate

Client Servicing Associate

ConfidentialMumbai, India
8 days ago
Job description

Job Summary :

Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater&aposs 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 :

  • Onboard new clients onto the Enfusion platform and set up "customized" reports for various business monitoring needs
  • Oversee the reporting requests from existing (Live) clients in addition to the onboarding clients
  • Take part in client calls to discuss, understand and scope out reporting requirements during the onboarding / implementation stage
  • Leverage the Enfusion system to build impactful reports for COO's / CIO's, Portfolio Managers, Traders, Operations teams, Risk officers, and Fund Accountants
  • Advise clients on reporting best practices and partner with clients to create custom Position and P&L reports, Trade and order blotters, Post Trade Compliance and Regulatory reports, Exposure analysis, Bespoke Risk and Scenario reporting, financial statement reporting, and much more within Enfusion platform
  • Construct custom fields / columns using Java / JavaScript code to meet the varying needs of our diverse client base
  • Work closely with solutioning and project managers to ensure we consistently meet the business needs of Enfusion's growing and evolving client base.
  • Partner with the Product Management team to work on complex reporting requirements and determine product enhancements with respect to columns / fields

Required Skills :

  • Knowledge of Java Script
  • Organized, detail-oriented, and excellent analytical skills
  • Methodical and determined approach to problem-solving
  • Ability to handle and prioritize multiple tasks and work independently
  • Excellent verbal and written communication skills
  • Client-facing experience will be beneficial
  • Education and Experience :

  • Bachelor's Degree in Computer Science, Finance, Accounting, or related field preferred
  • 1+ years of front office / middle office / back-office reporting and / or custom reporting experience at a prime broker, fund administrator, investment management company, or financial technology firm
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    Skills Required

    Java, Javascript

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    Client Servicing • Mumbai, India

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