Customer Service Data Analyst

Customer Service Data Analyst

Edinburgh Full-Time No home office possible
C

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. 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. Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions. Manage workflow based on productivity and quality metrics; Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams. Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. Fluency in French and English. Strong computer skills, including proficiency in Microsoft Office. Bachelor’s degree or higher in Accounting or Financial/Business-related field.

C

Contact Detail:

Clearwater Analytics Recruiting Team

Customer Service Data Analyst
Clearwater Analytics
C
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