Client Servicing Analyst
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About the role
Clearwater provides investment accounting and analytics services to global clients. You will resolve client inquiries, support investment accounting operations, and validate investment data.
What you'll do
- Respond to client inquiries about investment accounting and financial markets
- Provide information on financial statements and analytics reporting
- Complete account setup, compliance, and reconciliation validation tasks
- Validate investment data against third-party market data
- Use internal tools and resources to resolve client queries
- Prioritize workflow according to productivity and quality metrics
Skills
Must have
- Investment accounting
- Financial statements
- Reconciliation
Tools
- Microsoft office
Who it's for
- Education
- Bachelor's degree
- Degree
- accounting, finance, business
- Domain
- investment accounting software
About Clearwater Analytics
Clearwater Analytics has 7 open roles in Bangalore, at Clearwater Analytics Bengaluru. See every Clearwater Analytics role.
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