At a Glance
- Tasks: Provide expert support for Portfolio Management Systems and resolve complex client inquiries.
- Company: Join a leading financial services firm with a focus on innovation and client satisfaction.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on collaboration and continuous improvement.
- Why this job: Make a real impact by enhancing client experiences and solving challenging problems.
- Qualifications: 3-5 years in client support for financial systems and strong analytical skills required.
The predicted salary is between 50000 - 60000 £ per year.
The CS PMS Specialist provides expert support for Portfolio Management Systems (PMS). This role involves addressing complex client inquiries in the EMEA timezone, collaborating with internal teams, and enhancing service delivery to ensure optimal solutions for clients and efficient workflow processes. This role sits as a specialist layer within the CWAN Client Service support structure, complementing the deep technical expertise of our sophisticated client base.
Responsibilities:
- Serve as a technical escalation from CSR inquiries across multiple asset classes and system functionality in the legacy Enfusion architecture, providing in-depth analysis and solutions to complex trading-related issues.
- Collaborate with Level 1 personnel in the EMEA Asset Manager pod to identify and resolve discrepancies in trading data, P&L reports, and positions by performing advanced reconciliations and validations.
- Investigate recurring issues to identify root causes, documenting findings and collaborating with SME teams to implement long-term fixes and process improvements.
- Deliver training programs for Level 1 support staff, Account Managers and SDMs focusing on advanced troubleshooting techniques and escalation procedures to enhance overall team performance.
- Facilitate communication between the SMEs, trading, operations, product management, and engineering teams to ensure cohesive resolution of escalated issues and accurate implementation of new features.
- Collaborate with appropriate SME & BA teams across the OMS/PMS test system enhancements, ensuring new features meet user needs and facilitate a smoother user experience for both clients and internal users.
- Client aligned in pod structure to be focused on delivering the best client outcome to improve NPS/CSAT and client delight within their designated pod.
- The specialist will have specific Mean Time to Acknowledge (MTTA) and Mean Time to Recover/Resolve (MTTR) productivity metrics to hit daily, understanding the complexities of specialist level queries resolutions times can vary.
Required Skills:
- 3-5+ years of experience in client support for Order Execution Management Systems or Portfolio Management Systems.
- Strong and deep understanding of financial instruments, Listed and Complex Swaps/Derivatives.
- Outstanding analytical and problem-solving skills.
- Outstanding communication and interpersonal skills, particularly in client-facing situations where clarity is key.
- Prioritisation management in identifying ticket urgency.
- Strong intellectual curiosity for root cause analysis of problems and remedying these with optimal system solutions.
- Demonstrates strong cross-functional collaboration skills and works effectively with diverse teams to deliver the best client outcome.
- Strong sense of technical ownership to see issues through to completion.
Education & Experience:
- Bachelor’s degree in Finance, Accounting, Economics, Computer Science or a related field.
- Prior experience at an OMS/PMS in a similar role is desirable.
- Buy side operational and front office experience desirable.
- Experience in a client-facing technical role is essential.
Client Service Product Support Specialist - PMS in Edinburgh employer: Clearwater Analytics
As a Client Service Product Support Specialist at our company, you will thrive in a dynamic and collaborative work culture that prioritises employee growth and development. We offer comprehensive training programmes, a supportive team environment, and the opportunity to engage with cutting-edge Portfolio Management Systems while serving a sophisticated client base across the EMEA region. Join us to be part of a forward-thinking organisation that values your expertise and fosters a commitment to delivering exceptional client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Client Service Product Support Specialist - PMS in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Clearwater Analytics. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Service Product Support Specialist - PMS in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Clearwater Analytics.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Clearwater Analytics's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Clearwater Analytics
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Clearwater Analytics.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Clearwater Analytics will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Clearwater Analytics employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
