Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients with investment and accounting inquiries while building strong relationships.
- Company: Join Clearwater, a leader in client servicing with a global reach.
- Benefits: Competitive salary, career development, and a supportive team environment.
- Why this job: Make a real difference by helping clients navigate their financial journeys.
- Qualifications: Degree in Accounting or Finance and relevant experience preferred.
- Other info: Opportunity to grow your skills and advance in a dynamic industry.
The predicted salary is between 36000 - 60000 £ per year.
Client Servicing Associates 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 navigate 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.
- Assist in training and coaching more junior team members.
Required Skills:
- Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
- Intermediate understanding of fixed income and equity investments.
- 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.
- 1+ years of relevant experience.
Client Servicing Associate in Edinburgh employer: Clearwater Analytics
Contact Detail:
Clearwater Analytics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Servicing Associate in Edinburgh
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Clearwater on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by brushing up on your investment accounting knowledge. Be ready to discuss financial statements and how they relate to client servicing. We want to see that you can talk the talk!
✨Tip Number 3
Show off your problem-solving skills during the interview. Think of examples where you’ve tackled tough client queries or operational challenges. We love candidates who can think on their feet!
✨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, it shows you’re genuinely interested in joining the Clearwater team.
We think you need these skills to ace Client Servicing Associate in Edinburgh
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Client Servicing Associate. Highlight your experience in investment accounting and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about client servicing and how your background makes you a perfect fit for Clearwater. Keep it engaging and personal – we love to see your personality!
Showcase Your Problem-Solving Skills: In your application, give examples of how you've tackled challenges in previous roles. We’re looking for those exceptional problem-solving abilities that will help us deliver top-notch support to our clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Clearwater Analytics
✨Know Your Stuff
Make sure you brush up on investment accounting and financial statements before the interview. Familiarise yourself with key concepts like amortisation and interest income, as well as the specific asset classes mentioned in the job description. This will show that you're not just interested in the role but also knowledgeable about the industry.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly and concisely. Prepare examples of how you've effectively communicated complex information in the past. This will demonstrate your outstanding verbal and written communication skills, which are crucial for a Client Servicing Associate.
✨Demonstrate Problem-Solving Abilities
Think of specific instances where you've successfully resolved client issues or improved processes. Be ready to discuss how you navigated challenges and what tools or strategies you used. This will highlight your exceptional problem-solving abilities and show that you can handle the demands of the role.
✨Organise Your Day
Since managing workflow based on productivity and quality metrics is part of the job, come prepared to discuss how you prioritise tasks. Share your strategies for staying organised and ensuring that high-importance work gets done efficiently. This will reflect your strong organisational skills and readiness for the role.
