Client Solutions Analyst

At Enfusion, the Client Solutions Analyst serves as an integral member of our client services team, working to build and maintain strong client relationships. You will facilitate these relationships by maintaining stellar client satisfaction with our products and addressing client issues.  

What You’ll Do

• Build and maintain strong client relationships ensuring high levels of client satisfaction
• Proactively monitor client health and coordinate across internal teams to rapidly address client issues
• Field and remediate client escalations by troubleshooting P&L and accounting issues including instrument set-up, valuation, pricing and general ledger reconciliation
• Escalate client issues to senior management 
• Conduct client business reviews to collect feedback, assess client health and share updates on product roadmap & features relevant to client
• Establish feedback loop between client and internal teams
• Identify opportunities to expand Enfusion's footprint within each client by mapping Enfusion products and services to client objectives

What You'll Need

• 1-3 years of professional experience in a relationship management, customer success, helpdesk role within an investment firm, financial technology firm, or a financial services firm
• Degree in Finance, Accounting, Economics, Financial Math or related field
• Strong interpersonal skills are a must in this role as the daily communication with Enfusion clients and coworkers are top responsibilities
• An understanding of investment management workflows and operations
• Multi-Asset class knowledge in one or more of the following: Equities, Fixed Income, FX, Structured Products, Derivatives
• Extensive client facing experience
• Excellent written and verbal communication skills

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