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- Tasks: Support clients with operational tasks and build strong relationships.
- Company: Join a diverse and inclusive team at Clearwater.
- Benefits: Competitive salary, flexible work options, and career development opportunities.
- 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: Encouraging diverse applicants; your unique background could be the perfect fit!
The predicted salary is between 36000 - 60000 £ 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.
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!
Client Servicing Associate in Edinburgh 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 in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Clearwater on LinkedIn. A friendly chat can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 2
Prepare for the interview by practising common questions related to client servicing and finance. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Show off your problem-solving skills during the interview! Think of examples from your past experience where you tackled challenges head-on, especially in client-facing situations.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your enthusiasm for the role can leave a lasting impression and keep you top of mind.
We think you need these skills to ace Client Servicing Associate in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Client Servicing Associate role. Highlight any finance or accounting experience you have, and don’t forget to showcase your strong communication skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're excited about the role and how your background makes you a great fit. Be genuine and let your personality come through.
Showcase Problem-Solving Skills: In your application, give examples of how you've tackled challenges in the past. We love seeing candidates who can think on their feet and resolve issues effectively, so don’t hold back!
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 and accounting queries, as well as Clearwater's services. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase 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 with clients or resolved issues in the past. This will demonstrate your strong verbal and written communication skills.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've tackled challenges or solved problems in previous roles. Be ready to discuss your thought process and the steps you took to reach a solution. This will highlight your exceptional problem-solving abilities, which are crucial for this position.
✨Be Organised and Detail-Oriented
Prepare a list of questions to ask during the interview about the role and the company. This shows that you're organised and detail-oriented. Plus, it gives you a chance to assess if Clearwater is the right fit for you, too!
