Portfolio PMS Support Specialist (Client-Facing)

Portfolio PMS Support Specialist (Client-Facing)

Full-Time 40000 - 50000 £ / year (est.) No working from home possible
Clearwater Analytics, Ltd

At a Glance

  • Tasks: Provide expert support for Portfolio Management Systems and solve complex client inquiries.
  • Company: Join Clearwater Analytics, a leading firm in financial systems support.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Dynamic role with opportunities for growth in the financial tech industry.
  • Why this job: Make a real difference by helping clients optimise their portfolio management.
  • Qualifications: Bachelor’s degree and 3+ years in client support for financial systems.

The predicted salary is between 40000 - 50000 £ per year.

Clearwater Analytics, Ltd in Edinburgh is looking for a Client Service Product Support Specialist to provide expert support for Portfolio Management Systems. This role will involve addressing complex client inquiries and collaborating with internal teams to ensure optimal solutions for clients.

The ideal candidate will have a Bachelor’s degree and over 3 years of experience in client support for financial systems. Excellent communication skills and the ability to operate in a client-facing environment are essential.

Portfolio PMS Support Specialist (Client-Facing) employer: Clearwater Analytics, Ltd

Clearwater Analytics, Ltd is an exceptional employer located in the vibrant city of Edinburgh, offering a dynamic work culture that prioritises collaboration and innovation. Employees benefit from comprehensive training programmes and clear pathways for career advancement, ensuring personal and professional growth. With a commitment to employee well-being and a supportive environment, Clearwater Analytics stands out as a rewarding place to build a meaningful career in client support for financial systems.

Clearwater Analytics, Ltd

Contact Details:

Clearwater Analytics, Ltd Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Portfolio PMS Support Specialist (Client-Facing)

Tip Number 1

Network like a pro! Reach out to your connections in the finance and tech sectors. We all know that sometimes it’s not just what you know, but who you know that can help you land that Portfolio PMS Support Specialist role.

Tip Number 2

Prepare for those tricky client scenarios! Think about potential complex inquiries you might face in this role and practice your responses. We want you to shine in those interviews and show off your problem-solving skills!

Tip Number 3

Showcase your communication skills! During interviews, make sure to articulate your thoughts clearly and confidently. We believe that being able to explain complex financial systems in simple terms is key to impressing your future employers.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re here to support you every step of the way, so let’s get you that dream job at Clearwater Analytics!

We think you need these skills to ace Portfolio PMS Support Specialist (Client-Facing)

Client Support
Portfolio Management Systems
Communication Skills
Problem-Solving Skills
Collaboration
Financial Systems Knowledge
Analytical Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in client support for financial systems. We want to see how your skills align with the role, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the Portfolio Management Systems and how your background makes you the perfect fit for our team.

Show Off Your Communication Skills:Since this role is client-facing, we need to see your excellent communication skills in action. Whether it’s in your CV or cover letter, make sure to demonstrate how you effectively handle complex inquiries.

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 without any hiccups!

How to prepare for a job interview at Clearwater Analytics, Ltd

Know Your Financial Systems

Make sure you brush up on your knowledge of Portfolio Management Systems. Understand the common issues clients face and how to resolve them. This will show that you're not just familiar with the systems but can also provide valuable insights during the interview.

Showcase Your Communication Skills

Since this role is client-facing, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member to refine your ability to explain complex concepts in simple terms.

Prepare for Client Scenarios

Think of potential client inquiries you might encounter and prepare your responses. Use the STAR method (Situation, Task, Action, Result) to structure your answers, demonstrating how you've successfully handled similar situations in the past.

Research Clearwater Analytics

Familiarise yourself with Clearwater Analytics and their products. Understanding their mission, values, and recent developments will help you tailor your answers and show genuine interest in the company during the interview.