clearwateranalytics

clearwateranalytics

Client Support Analyst

Office - Chicago

Sponsorship not specified$54k-$70kDetected 35 days ago
AccountingCommunicationProblem Solving

About the role

  • Team members handle requests by providing self-service resources, resolving straightforward issues, or escalating complex matters to the appropriate teams, always maintaining accuracy and adherence to procedures.
  • Chicago Salary Range: $54,000 - $70,000 DOE This is the pay range the Company believes it will pay for this position at the time of this posting.
  • The Company reserves the right to modify this pay range at any time.

Responsibilities

  • Provide direct operational support for investment management clients using the Enfusion platform, ensuring satisfaction, solution accuracy, and efficiency.
  • Manage client inquiries across topics including portfolio management, trade workflows, P&L calculations, and General Ledger reconciliation within Enfusion.
  • Deliver timely and accurate information related to financial statements, analytics reporting, and Enfusion's front-to-back-office modules.
  • Collaborate directly with clients to build valuable relationships and enhance their experience as Enfusion users.
  • Manage workflow based on productivity and quality metrics, prioritizing high-importance and time-sensitive work.

Requirements

  • Strong understanding of investment management concepts including financial statements, corporate actions, and accounting principles.
  • Strong computer skills, including proficiency in Microsoft Office.
  • Bachelor's degree in Business, Finance, Economics, Accounting, or a related field.

Nice to have

  • knowledge of Enfusion PMS or similar platforms (OMS/PMS/EMS) is a plus.
  • Familiarity with front-to-back investment operations

Compensation

  • This is the pay range the Company believes it will pay for this position at the time of this posting.
  • Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living).
  • The Company reserves the right to modify this pay range at any time.
  • $54,000 - $70,000 DOE
  • Chicago Salary Range:

Benefits

  • Intermediate understanding of fixed income and equity instruments
  • Education and Experience
  • For this role, benefits include:
  • health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits.

Equal opportunity

  • Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.
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