Subject Matter Expert – Client Servicing
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Job Description
Client Servicing Subject Matter Expert supporting Clearwater’s global investment-accounting clients. Resolving complex inquiries, validating data, and coaching junior staff remotely from Mumbai.
Responsibilities:
- Manage client inquiries and requests across investment accounting, asset classes, and financial markets
- Deliver timely and accurate information regarding Financial Statements and Analytics Reporting
- Complete operational tasks such as account setup, client lockdowns, compliance, and reconciliation validation
- Collaborate directly with clients to build valuable relationships and enhance their Clearwater user experience
- Validate investment data against third-party market data sources and use proprietary internal tools to reconcile investment transactions
- Navigate knowledge bases and documentation, using internal tools and resources to proactively solve client queries and problems
- Manage workflow based on productivity and quality metrics, prioritizing high-importance or critical work
- Take on team and client-related long-term projects involving collaboration with other internal teams
- Handle complex client queries
- Assist in training, developing, and coaching junior staff members, and oversee their work
Requirements:
- Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
- Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports
- Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred
- Prior experience in finance and/or accounting
- 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
- Bachelor’s degree or higher in Accounting or Financial/Business-related field
- 5+ years of relevant experience
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