Client Support Analyst

Client Support Analyst

The Client Support team serves as the first point of contact for Enfusion client inquiries, ensuring prompt, professional, and positive interactions. 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.

Client Support Analysts manage client calls, share expertise in specific Enfusion systems using internal documentation, and deliver precise, timely information. Analysts address complex investment and accounting-related requests, collaborating closely with internal teams to deliver thorough client solutions. Across all roles, the focus is on delivering efficient, high-quality service that strengthens relationships, drives client satisfaction, and fosters long-term trust and advocacy in Enfusion software.

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.
• Answer all phone calls and acknowledge/action tickets in a timely manner, actively managing the queue to ensure rapid resolution.
• Proactively share relevant self-service documentation and resources to empower clients in managing their accounts.
• Collaborate directly with clients to build valuable relationships and enhance their experience as Enfusion users.
• Navigate knowledge base documentation and internal tools to proactively resolve client queries.
• Manage workflow based on productivity and quality metrics, prioritizing high-importance and time-sensitive work.
• Contribute to team and client-facing projects, collaborating with cross-functional internal teams as needed.

Required Skills

• Strong understanding of investment management concepts including financial statements, corporate actions, and accounting principles.
• Familiarity with front-to-back investment operations; knowledge of Enfusion PMS or similar platforms (OMS/PMS/EMS) is a plus.
• Intermediate understanding of fixed income and equity instruments; knowledge of alternative asset classes preferred.
• Prior experience in finance, accounting, or a SaaS support role is a plus.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and documentation skills.
• Outstanding verbal and written communication skills.
• Proactive, collaborative mindset with the ability to escalate issues appropriately.
• Strong organizational, interpersonal, and problem-solving skills.
• Passion for delivering high-quality client service in a fast-paced, buy-side environment.

Education and Experience

• Bachelor's degree in Business, Finance, Economics, Accounting, or a related field.

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. 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. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.