At a Glance
- Tasks: Support clients with investment and accounting inquiries while building strong relationships.
- Company: Join Clearwater, a global leader in financial services.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Dynamic team environment with exciting projects and career advancement opportunities.
- Why this job: Make a real difference by helping clients navigate their financial journeys.
- Qualifications: Degree in Accounting or Finance, with strong communication and problem-solving skills.
The predicted salary is between 31500 - 38500 £ 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.
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
- Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
- Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
- 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 navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
- Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
- Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
- Required Skills
- Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
- 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
- Bachelor’s degree or higher in Accounting or Financial/Business-related field.
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Client Servicing Analyst employer: Clearwater Analytics
Clearwater Analytics is an exceptional employer, offering a dynamic work environment in the heart of Edinburgh where innovation meets collaboration. With a strong focus on employee growth, we provide ample opportunities for professional development and skill enhancement, particularly in cutting-edge automation technologies. Our inclusive culture fosters teamwork and creativity, making it a rewarding place for those looking to make a meaningful impact in the field of data engineering.
