Subject Matter Expert- Client Servicing
Accountabilities Manage client inquiries and requests related to investment accounting, asset classes, financial markets, and financial reporting.
Provide timely, accurate, and comprehensive information on financial statements and analytics reporting.
Execute operational activities, including account setup, client lockdowns, compliance processes, and reconciliation validation.
Build and maintain strong client relationships by understanding their needs and delivering effective, reliable support.
Validate investment data against third-party market data sources and use internal tools to reconcile investment transactions.
Navigate knowledge bases, documentation, and available resources to proactively investigate and resolve client issues.
Organize daily workflows according to productivity, quality, urgency, and business-critical priorities.
Handle complex client queries and collaborate with internal teams on cross-functional and long-term improvement projects.
Support the training, coaching, and development of junior team members while reviewing their work to maintain service quality and accuracy.
Requirements
Bachelor’s degree or higher in Accounting, Finance, Business, or a related field.
At least 5 years of relevant professional experience in finance, accounting, investment operations, or client servicing.
Strong understanding of investment accounting principles, financial statements, amortization, interest income, and related accounting concepts.
Familiarity with accounting, compliance, risk, and performance reporting.
Intermediate knowledge of fixed-income and equity investments; familiarity with alternative security types is an advantage.
Strong computer skills, including proficiency in Microsoft Office and the ability to learn and use specialized software tools.
Excellent attention to detail, documentation, and data-validation skills.
Outstanding written and verbal communication skills, with the ability to explain financial concepts clearly to clients and colleagues.
Strong organizational and interpersonal skills, with the ability to prioritize competing demands and manage workflows effectively.
Excellent analytical thinking, problem-solving, and decision-making abilities.
Demonstrated ability to handle complex requests, collaborate across teams, and support the development of less experienced colleagues.
Benefits
Remote working arrangement based in Mumbai, India.
Full-time employment opportunity.
Opportunity to work with global clients and develop expertise in investment accounting, financial reporting, and investment operations.
Exposure to complex client challenges, cross-functional projects, and opportunities to mentor junior team members.
Salary, healthcare coverage, paid leave, and additional benefits were not specified in the available job description and should be confirmed during the recruitment process.
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