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Clearwater Analytics

Subject Matter Expert - Client Servicing

Office - Hong Kong

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hirly's read of this role

Seniority
Mid level
Country
HK
Work mode
On-site / unstated
First seen by hirly
28 Sept 2026

Derived automatically from the posting. Upload your resume above to see how the role scores against it.

the posting

  • Responsibilities:
  • Serve as the primary point of contact for client inquiries & requests on various topics across P&L NAV calculations, investment accounting, asset classes, and financial markets.
  • Responsible for incoming client inquiries via email and phone calls.
  • Deliver in timely and effective solutions to client problems.
  • Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
  • Collaborate directly with clients to build valuable relationships and enhance their experience as an ENFN/CWAN user.
  • Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
  • Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
  • Deal with some of the more complex client queries.
  • Required Skills:
  • Strong client servicing skills, able to comprehend client inquiries and clearly articulate solutions and/or workarounds to clients.
  • Strong problem-solving skills. Able to conceptually relate the client business case with system functionalities and limitations.
  • Familiarity with buy-side operations workflow is preferred.
  • 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.
  • Excellent English communication skills, both verbal and written. Proficiency in Chinese (Cantonese/Mandarin) is preferred.
  • Strong organizational and interpersonal skills.
  • Exceptional problem-solving abilities.
  • Education and Experience:
  • Bachelor’s degree or higher in Accounting or Financial/Business-related field.
  • Working experience with hedge funds, fund admins, and prime brokage would be a plus.
  • 3 to 5 years of relevant experience.
Original posting on Clearwater Analytics's site ↗

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