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CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Sr. Subject Matter Expert - Client Servicing
Location
Hong Kong
Posted
36 days ago
Salary
0
Seniority
Senior
Job Description
Sr. Subject Matter Expert - Client Servicing
Clearwater Analytics (CWAN)
Job Summary: Client Servicing Subject Matter Experts are domain experts in a specific area or topic, operating as a liaison between our clients and internal teams. They develop and apply expertise on the Clearwater systems and processes to evaluate requirements and configure solutions to meet a wide range of investment accounting and reporting needs for Clearwater's largest clients. Regarded as trusted experts in their area, they have the confidence to make decisions and contribute to client success, whilst being able to provide instruction to team members regarding their area of expertise. Responsibilities: - Translate the client’s business requirements into specific system applications, process design, implementation materials/training and SOPs. - Trusted to deliver accurate, timely and thorough responses to any inquiry in both written and verbal contexts, with the ability to simplify multiple complex topics. - Effectively communicate and collaborate with a global team to accurately resolve complex problems and client inquiries in their area of specialism, as well as broader financial or accounting topics. - Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery time frames, and develop repeatable, scalable processes. - Spread your knowledge by regularly providing mentorship/training, as well as designing and implementing training materials and SOPs. - Proactively work towards continuous improvement of processes, procedures, tools and resources within the team. - Manage and consistently complete assigned projects and coordinate necessary resources. - Key contributor for knowledge base and SOP documentation, leading efforts to drive client self-service. Required Skills: - Possess deep knowledge in their area of expertise. - Broad industry expertise in investment accounting, using skills to contribute to the development of company objectives and principles. - Can own multiple projects at a time, achieving goals in creative and effective ways. - 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. Education and Experience: - Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization. - 7+ years’ relevant experience.
Benefits
- 401(K), 401(K) matching, Childcare benefits, Commuter benefits, Company equity, Company-sponsored outings, Dental insurance, Disability insurance, Diversity manifesto, Volunteer in local community, Family medical leave, Flexible Spending Account (FSA), Flexible work schedule, Generous parental leave, Generous PTO, Company-sponsored happy hours, Health insurance, Job training & conferences, Open door policy, Life insurance, Mentorship program, Paid volunteer time, Online course subscriptions available, Onsite gym, Open office floor plan, Paid holidays, Pair programming, Paid sick days, Performance bonus, Promote from within, Recreational clubs, Lunch and learns, Relocation assistance, Free snacks and drinks, Team based strategic planning, OKR operational model, Mandated unconscious bias training, Vision insurance, Wellness programs, Some meals provided, Mental health benefits, Diversity employee resource groups, Hiring practices that promote diversity, Fertility benefits, Employee resource groups, Employee-led culture committees, Quarterly engagement surveys, Hybrid work model, In-person revenue kickoff, Employee awards, Pay transparency, Meditation space, Mother's room, Personal development training, Flexible time off, Bereavement leave benefits
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