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Subject Matter Expert - Client Servicing Job Opening In Singapore, Singapore – Now Hiring Clearwater Analytics


Job description

Job Summary:

The Client Onboarding team is spread across three verticals (PMS, OEMS, and Managed Services Implementation) and is responsible for ensuring a smooth and efficient onboarding process for new clients.

These teams act as the face of Clearwater to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point of contact for internal Clearwater teams including Product, Technology, and Account Management.

The Role:

Subject Matter Expert - Client Servicing will act as a guide and subject matter expert for clients when implementing Clearwater’s PMS (Portfolio Management System).

This role will build strong PMS product knowledge, manage a positive relationship with our clients, understand and apply project methodologies and risk management processes, development requirement documents, summarize data, and be the point person for client-facing communication.

Responsibilities:

  • Manage new client implementations and serve as the first point of contact for new clients regarding platform customization, Q&A and workflow consulting.

  • Consult with clients to match their current and desired business processes with Clearwater software and services solutions.

  • Engage senior client and internal stakeholders to review project progress and task-level status.

  • Liaise with internal production team to support Data migration, Interfaces, Trading workflows, troubleshoot P&L and accounting issues.

  • Facilitate the setup of various components Clearwater software such as Funds, Brokers, Trade Commissions, Market Environment, GL accounts, etc.

    based on unique client requirements.

  • Facilitate the setup of custom Position, Trade and Accounting reporting requirements.

  • Identify opportunities for process improvement and documentation in the Implementation workflow and other internal processes.

  • Required Skills: 

  • 5+ years of experience in the hedge fund or asset management industry, including front, middle, and back office workflows.

  • 5+ years of Fintech onboarding and / or software implementation experience preferred

  • A client-service mentality and collaborative work style

  • Strong client-facing communication and analytical skills are paramount.

  • Solid project management / milestone / dependency tracking experience with an ability to identify and escalate project risks

  • Ability to manage competing priorities and deliver with high quality.

  • Thorough knowledge of a wide range of both listed and OTC financial products.

  • Experience with commercial Order Management, Portfolio Management and Investment Record keeping software

  • Education and Experience:

  • Bachelor’s degree or above in Accounting or Finance-related field, or experience in relevant area of specialization.

  • 5+ years’ relevant experience.

  • Required Skill Profession

    Business Operations Specialists


    • Job Details

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Clearwater Analytics adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying Singapore laws and regulations

    What Is the Average Salary Range for Subject Matter Expert Client Servicing Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Singapore. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

    What Are the Key Qualifications for Subject Matter Expert Client Servicing?

    Key qualifications for Subject Matter Expert Client Servicing typically include Business Operations Specialists and a list of qualifications and expertise as mentioned in the job specification. The generic skills are mostly outlined by the . Be sure to check the specific job listing for detailed requirements and qualifications.

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    Interview Tips for Subject Matter Expert Client Servicing Job Success

    Clearwater Analytics interview tips for Subject Matter Expert   Client Servicing

    Here are some tips to help you prepare for and ace your Subject Matter Expert Client Servicing job interview:

    Before the Interview:

    Research: Learn about the Clearwater Analytics's mission, values, products, and the specific job requirements and get further information about

    Other Openings

    Practice: Prepare answers to common interview questions and rehearse using the STAR method (Situation, Task, Action, Result) to showcase your skills and experiences.

    Dress Professionally: Choose attire appropriate for the company culture.

    Prepare Questions: Show your interest by having thoughtful questions for the interviewer.

    Plan Your Commute: Allow ample time to arrive on time and avoid feeling rushed.

    During the Interview:

    Be Punctual: Arrive on time to demonstrate professionalism and respect.

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    Ask Prepared Questions: Demonstrate curiosity and engagement with the role and company.

    Follow Up: Send a thank-you email to the interviewer within 24 hours.

    Additional Tips:

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    Final Thought:

    To prepare for your Subject Matter Expert Client Servicing interview at Clearwater Analytics, research the company, understand the job requirements, and practice common interview questions.

    Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the Clearwater Analytics's products or services and be prepared to discuss how you can contribute to their success.

    By following these tips, you can increase your chances of making a positive impression and landing the job!

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