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Client Servicing Associate

Enfusion Softech·Noida

Pay not stated1–4 yrsFull-time

Read from the company's own careers page; you apply on their site.

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About the role

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.

What you'll do

  • 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
  • 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

What you need

  • 1–4 years in customer support & success
  • Customer service
  • Financial statements
  • MS Office
  • Capital markets
  • Problem solving
  • Reconciliation
  • B.Com or BBA

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Can I apply
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Pay
Pay not stated
Source
From the company's careers page · today
How to apply
On IDFC FIRST Bank's site: account needed, ~10–15 min
Early: posted 1 h ago on their own site