The Lead Client Servicing Associate supports hedge fund and institutional clients by addressing inquiries about trading and operational processes, ensuring prompt and professional service.
Lead Client Servicing Associate
Job Summary:
Responsibilities:
·Serve as the first point of contact for client inquiries across multiple asset classes (equities, fixed income, FX, derivatives).·Provide timely responses to questions from portfolio managers, traders, and operations teams on trading data, positions, P&L views, pricing checks, corporate actions, and standard reports.·Assist with routine trade lifecycle tasks such as basic trade capture validation, settlement status checks, and reconciliations.·Help identify and resolve common NAV-related discrepancies, including position or cash breaks, under guidance from L2 teams.·Address standard corporate actions queries (e.g., dividends, splits, mergers) by verifying event details and updating systems or reports accordingly.·Conduct initial triage of client issues — replicate and verify reported problems, gather supporting details, and determine resolution or escalation path.·Escalate complex or technical issues to L2 product, data, or engineering teams, providing comprehensive context to facilitate resolution.·Manage core Global Delivery tasks, including user and account setup, commissions processing, borrow and financing agreement support, routine reporting, and adherence to compliance requirements.·Answers incoming phone calls quickly and communicates clearly to make sure clients get timely help.Required Skills:
·Basic understanding of investment operations, capital markets, and accounting principles, including familiarity with common financial instruments.·Awareness of trade lifecycle stages (trade capture, settlement, reconciliation).·Demonstrates strong cross‑functional collaboration skills and works effectively with diverse teams.·Comfort working with equities, fixed income, FX, and derivatives data at a functional level.·Strong problem-solving skills and attention to detail.·Good judgment in knowing which issues can be handled and which should be escalated.·Clear and professional verbal and written communication skills.·Ability to work effectively in a fast-paced, client-facing environment.Education and Experience
·Degree or diploma in Finance, Accounting, Economics, Business, or related field (or equivalent work experience).·2+ years in financial services operations, fund accounting, trade support, or client service.·Experience in a client-facing role, preferably supporting investment managers or institutional clients.·Proficiency in MS Excel; familiarity with portfolio management or trade support platforms is a plus.Top Skills
Financial Instruments
Excel
Trade Support Platforms
Similar Jobs at Clearwater Analytics (CWAN)
Fintech • Software • Financial Services
The Lead Client Servicing Associate provides day-to-day support for OEMS solutions, assists clients with system issues, conducts training, fosters client relationships, and ensures satisfaction with technology solutions.
Top Skills:
Oems
Fintech • Software • Financial Services
The role involves providing first-line support for hedge fund clients, addressing inquiries about trading and operational processes, and assisting with routine trade tasks while ensuring smooth operations.
Top Skills:
ExcelPortfolio Management SystemsTrade Support Platforms
Fintech • Software • Financial Services
Provide first-line client support for hedge fund and institutional investment clients, resolving queries about trading, positions, valuations, and operational processes.
Top Skills:
ExcelPortfolio Management PlatformsTrade Support Platforms
What you need to know about the Pune Tech Scene
Once a far-out concept, AI is now a tangible force reshaping industries and economies worldwide. While its adoption will automate some roles, AI has created more jobs than it has displaced, with an expected 97 million new roles to be created in the coming years. This is especially true in cities like Pune, which is emerging as a hub for companies eager to leverage this technology to develop solutions that simplify and improve lives in sectors such as education, healthcare, finance, e-commerce and more.
