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- Tasks: Deliver top-notch support and build strong relationships with global clients.
- Company: Join Clearwater, a leader in client servicing with a focus on inclusivity.
- Benefits: Competitive salary, diverse workplace, and opportunities for growth.
- Why this job: Make a real impact by helping clients navigate investment and accounting queries.
- Qualifications: Finance or accounting experience preferred; strong communication and problem-solving skills.
- Other info: We value diversity and encourage all to apply, even if you don't meet every qualification.
The predicted salary is between 28800 - 43200 £ per year.
Job Summary: Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.
Responsibilities:
- 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 a Clearwater user.
- Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
- Effectively navigate through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Required Skills:
- Finance and/or accounting experience preferred.
- Strong computer skills, including proficiency in Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
Education and Experience:
- 1+ years of relevant experience.
Studies have shown that women and people of colour are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we’re looking for.
Client Servicing Associate employer: Clearwater Analytics, Ltd
Contact Detail:
Clearwater Analytics, Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Associate
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by practising common questions related to client servicing. Think about how your past experiences align with Clearwater's values and be ready to share specific examples.
✨Tip Number 3
Show off your problem-solving skills during the interview. Be prepared to discuss how you've tackled challenges in the past, especially in finance or accounting contexts. We love hearing about real-life scenarios!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Client Servicing Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance or accounting. We want to see how your skills align with the Client Servicing Associate role, so don’t be shy about showcasing your strengths!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to Clearwater. We love seeing genuine enthusiasm and a personal touch.
Show Off Your Communication Skills: Since this role requires outstanding verbal and written communication, make sure your application reflects that. Keep your language clear and concise, and double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Clearwater Analytics, Ltd
✨Know Your Stuff
Make sure you brush up on your finance and accounting knowledge. Familiarise yourself with common investment terms and concepts, as well as Clearwater's services. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. You might want to prepare examples of how you've effectively communicated complex information in the past. This will demonstrate your outstanding verbal and written communication skills.
✨Be a Problem Solver
Think of specific instances where you've successfully resolved issues or improved processes. Be ready to discuss these examples during the interview, as showcasing your exceptional problem-solving abilities will set you apart from other candidates.
✨Get Familiar with Internal Tools
Research any proprietary tools or software that Clearwater uses for client servicing. If you can, try to get hands-on experience with similar tools. Showing that you're proactive and willing to learn will impress the interviewers and highlight your strong computer skills.
