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
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tech sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client support and technical problem-solving. We recommend doing mock interviews with friends or using online platforms. The more comfortable you are, the better you'll perform when it counts!
✨Tip Number 3
Showcase your analytical skills! When discussing your experience, highlight specific examples where you solved complex issues or improved processes. This will demonstrate your value and fit for the Client Service Product Support Specialist role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Client Service Product Support Specialist - PMS in Edinburgh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Client Service Product Support Specialist. Highlight your experience with Portfolio Management Systems and any relevant technical skills that match the job description. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills can help us enhance service delivery. Be sure to mention your analytical skills and client-facing experience, as these are key for us.
Showcase Your Problem-Solving Skills:In your application, don’t just list your skills—show us how you’ve used them! Share specific examples of complex issues you’ve resolved in previous roles, especially those related to trading or financial instruments. We love a good story that highlights your expertise!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to the right team. Plus, we can’t wait to see what you bring to the table!
How to prepare for a job interview at Clearwater Analytics
✨Know Your Stuff
Make sure you brush up on your knowledge of Portfolio Management Systems and Order Execution Management Systems. Understand the complexities of financial instruments, especially Listed and Complex Swaps/Derivatives. Being able to discuss these topics confidently will show that you're the right fit for the role.
✨Show Off Your Problem-Solving Skills
Prepare to share examples of how you've tackled complex client inquiries in the past. Think about specific situations where you identified root causes and implemented long-term fixes. This will demonstrate your analytical skills and your ability to enhance service delivery.
✨Communication is Key
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. Be ready to explain technical concepts in a way that's easy for clients to understand. Good communication can make all the difference in client-facing situations.
✨Collaboration Matters
Highlight your experience working with diverse teams. Be prepared to discuss how you've facilitated communication between different departments, like trading, operations, and product management. Showing that you can work well with others will be crucial for delivering the best client outcomes.
