Client Support Analyst
$54K - $70K/yr
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 ...
$54K - $70K/yr
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 ...
$54K - $70K/yr
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 ...
Chicago, IL · On-site
$54K - $70K/yr
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 ...
Chicago, IL · On-site
$54K - $70K/yr
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 ...
New York, NY · On-site
$102K - $144K/yr
These teams act as the face of Enfusion's platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point ...
New York, NY · On-site
$102K - $144K/yr
These teams act as the face of Enfusion's platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point ...
$102K - $144K/yr
These teams act as the face of Enfusion's platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point ...
$102K - $144K/yr
These teams act as the face of Enfusion's platform to our buy-side clients including traders, portfolio managers and operational users throughout the project lifecycle and serve as the central point ...
$120K - $168K/yr
Become a subject matter expert and trusted advisor on the Enfusion order and execution management module and the broader Clearwater Enterprise platform for both internal and external stakeholders
$120K - $168K/yr
Become a subject matter expert and trusted advisor on the Enfusion order and execution management module and the broader Clearwater Enterprise platform for both internal and external stakeholders
Chicago, IL · On-site
$120K - $168K/yr
Become a subject matter expert and trusted advisor on the Enfusion order and execution management module and the broader Clearwater Enterprise platform for both internal and external stakeholders
Chicago, IL · On-site
$120K - $168K/yr
Become a subject matter expert and trusted advisor on the Enfusion order and execution management module and the broader Clearwater Enterprise platform for both internal and external stakeholders
New York, NY · On-site
$120K - $168K/yr
Become a subject matter expert and trusted advisor on the Enfusion order and execution management module and the broader Clearwater Enterprise platform for both internal and external stakeholders
New York, NY · On-site
$120K - $168K/yr
Become a subject matter expert and trusted advisor on the Enfusion order and execution management module and the broader Clearwater Enterprise platform for both internal and external stakeholders
Manhattan, NY · On-site
$67 - $87/hr
Arcesium, Enfusion * Order management and execution: Broadridge, ION, FIX connectivity * Data infrastructure: Snowflake, Databricks, Bloomberg B-PIPE * Hold vendors accountable to integration and ...
Manhattan, NY · On-site
$67 - $87/hr
Arcesium, Enfusion * Order management and execution: Broadridge, ION, FIX connectivity * Data infrastructure: Snowflake, Databricks, Bloomberg B-PIPE * Hold vendors accountable to integration and ...
Chicago, IL · On-site
$74K - $96K/yr
Exceptional understanding of Enfusion's data offerings, including real-time feeds and reference data, along with deep familiarity in tools from providers such as Bloomberg, LSEG, and FactSet. * Deep ...
Chicago, IL · On-site
$74K - $96K/yr
Exceptional understanding of Enfusion's data offerings, including real-time feeds and reference data, along with deep familiarity in tools from providers such as Bloomberg, LSEG, and FactSet. * Deep ...
Chicago, IL · On-site
$60K - $85K/yr
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
Chicago, IL · On-site
$60K - $85K/yr
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
Chicago, IL · On-site
$60K - $85K/yr
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
Chicago, IL · On-site
$60K - $85K/yr
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
$60K - $85K/yr
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
$60K - $85K/yr
Collaborate with clients, external third parties, and internal teams to design workflows for interfaces that transport trade, position, risk, and analytics data to and from the Enfusion system.
$90K - $150K/yr
Experience in Enfusion Compliance System a plus * 5+ years of experience in investment compliance, with a focus on the financial services industry * Strong understanding of regulatory requirements ...
$90K - $150K/yr
Experience in Enfusion Compliance System a plus * 5+ years of experience in investment compliance, with a focus on the financial services industry * Strong understanding of regulatory requirements ...
The Senior Product Solutions Engineer serves as a vital link between client needs and product capabilities, especially for asset management and the Enfusion by CWAN platform. This role demands hands ...
The Senior Product Solutions Engineer serves as a vital link between client needs and product capabilities, especially for asset management and the Enfusion by CWAN platform. This role demands hands ...
Boston, MA · On-site
$90K - $150K/yr
Experience in Enfusion Compliance System a plus * 5+ years of experience in investment compliance, with a focus on the financial services industry * Strong understanding of regulatory requirements ...
Boston, MA · On-site
$90K - $150K/yr
Experience in Enfusion Compliance System a plus * 5+ years of experience in investment compliance, with a focus on the financial services industry * Strong understanding of regulatory requirements ...
New York, NY · On-site
$102K - $144K/yr
You will collaborate with Product Managers to define and enhance elements of Enfusion's OEMS and help build customized solutions within our software. Our front-to-back investment management platform ...
New York, NY · On-site
$102K - $144K/yr
You will collaborate with Product Managers to define and enhance elements of Enfusion's OEMS and help build customized solutions within our software. Our front-to-back investment management platform ...
Boston, MA · Hybrid
Knowledge of Eze OMS and Enfusion PMS preferred * Bloomberg experience preferred * Familiarity with regulatory reporting and operational compliance workflows preferred Additional Requirements
Boston, MA · Hybrid
Knowledge of Eze OMS and Enfusion PMS preferred * Bloomberg experience preferred * Familiarity with regulatory reporting and operational compliance workflows preferred Additional Requirements
New York, NY · On-site
$80K - $100K/yr
Enfusion experience would be a plus. * Experience driving and coordinating multi-functional initiatives, both large scale and tactical * Capable of setting priorities and carrying multiple tasks in a ...
New York, NY · On-site
$80K - $100K/yr
Enfusion experience would be a plus. * Experience driving and coordinating multi-functional initiatives, both large scale and tactical * Capable of setting priorities and carrying multiple tasks in a ...
You are proficient in advanced Excel and portfolio accounting systems such as Enfusion or Geneva, and possess strong research and writing capabilities. Additional Information Our commitment to you ...
You are proficient in advanced Excel and portfolio accounting systems such as Enfusion or Geneva, and possess strong research and writing capabilities. Additional Information Our commitment to you ...
$102K - $144K/yr
You will collaborate with Product Managers to define and enhance elements of Enfusion's OEMS and help build customized solutions within our software. Our front-to-back investment management platform ...
$102K - $144K/yr
You will collaborate with Product Managers to define and enhance elements of Enfusion's OEMS and help build customized solutions within our software. Our front-to-back investment management platform ...

$54K - $70K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 17 days ago
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
Sourced by ZipRecruiter
Software development
1,001 - 5,000 Employees
Boise, ID, US
2004