Subject Matter Expert – Client Servicing

🔥 3 minutes ago

🇮🇳 India – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👻 Ghost score 12%

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Logo of Clearwater Analytics

Clearwater Analytics

1001 - 5000 employees

🏥 Healthcare

💼 Consulting

📦 Logistics

Healthcare • Consulting • Logistics

Clearwater Analytics is a company that specializes in providing comprehensive cybersecurity and compliance solutions specifically tailored for the healthcare sector. With over two decades of experience, Clearwater offers a unique blend of managed security service provider (MSSP) capabilities, managed cloud services, consulting, assessments, and compliance software. Their expertise extends to hospitals, health systems, physician practice management groups, digital health, medical devices, and healthcare investors. Clearwater Analytics focuses on helping healthcare organizations navigate complex cybersecurity threats and achieve compliance with key regulations such as HIPAA, HITRUST, and SOC 2. Their award-winning software and tailored services aim to create a secure, compliant, and resilient posture for healthcare businesses.

📋 Description

• 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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