Subject Matter Expert- Client Servicing

Subject Matter Expert- Client Servicing

FIX Implementations

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. 
• Assist in training and coaching more junior team members. 

Required Skills: 

• 4+ years of experience in Financial Services and Investment Technology: Buy-side (OMS, EMS, IMS) or Sell-side product design, development, and deployment.
• Experience of 2-3 year in FIX protocol and broker fix connectivity on global electronic trading systems.
• Overviewing & troubleshooting direct FIX connection request, EMS staging request & Drop copy requests.
• Degree in Finance, Accounting, Economics, Financial Math or related field. An understanding of front to back office workflows for electronically trading workflows, including FIX Protocol.
• A strong understanding of a variety of financial products and derivatives
• Ability to handle and prioritize multiple tasks and work independently
• Excellent verbal and written communication skills

Education and Experience:   

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.  
• 4+ years of relevant experience. 

Experience Level

Senior Level