Client Servicing Analyst

Clearwater Analytics

. Manage client inquiries and requests across investment accounting, asset classes, and financial markets .

Posted 9/23/2026full-timeMumbai • IndiaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in investment accounting and financial analysis, with strong proficiency in Microsoft Office and exceptional problem-solving abilities. Capable of managing client relationships and operational tasks while ensuring compliance and accuracy in financial reporting.

Highest-signal resume keywords

Investment AccountingFinancial StatementsMicrosoft Office ProficiencyProblem-Solving AbilitiesClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment AccountingFinancial StatementsAmortizationInterest IncomeReconciliation Validation

Soft Skills

Attention to DetailDocumentation SkillsVerbal CommunicationWritten CommunicationOrganizational Skills

Tools & Technologies

Proprietary Internal Tools

Industry Keywords

Financial MarketsClient InquiriesComplianceAnalytics Reporting

About the role

Key responsibilities & impact

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 relationships and enhance their Clearwater user experience
Validate investment data against third-party market data sources
Use proprietary internal tools to reconcile investment transactions
Navigate knowledge bases and documentation to proactively solve client queries and problems
Manage workflow based on productivity and quality metrics, prioritizing high-importance or critical work
Participate in team and client-related long-term projects involving collaboration with internal teams

Requirements

What you’ll need

Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
Finance and/or accounting experience preferred
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