Lead Client Servicing Associate
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About the role
Clearwater Analytics provides the Enfusion platform for financial reporting and investment operations. This person will onboard clients, create custom financial reports, and scope reporting requirements with clients and internal teams.
What you'll do
- Onboard clients onto Enfusion and configure customized reports
- Oversee reporting requests from onboarding and existing clients
- Scope reporting requirements with clients during calls
- Build custom reports for investment, risk, trading, and accounting teams
- Create custom fields and columns using JavaScript
- Coordinate complex reporting needs and enhancements with internal teams
Skills
Must have
- JavaScript
- Financial reporting
- Custom reporting
Nice to have
- Client-facing experience
Tools
- Enfusion
Who it's for
- Experience
- 4+ years
- Domain
- financial technology
About Clearwater Analytics
Clearwater Analytics has 7 open roles in Bangalore, at Clearwater Analytics Bengaluru. See every Clearwater Analytics role.
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