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.