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- Tasks: Help onboard new clients onto our SaaS platform and customise solutions for their needs.
- Company: Join Clearwater, a leader in financial technology, transforming how clients manage investments.
- Benefits: Enjoy flexible working options, professional development opportunities, and a vibrant company culture.
- Why this job: Be part of a dynamic team, make an impact, and enhance your skills in a supportive environment.
- Qualifications: Fluency in German and English, with a degree in finance or related fields preferred.
- Other info: Ideal for those passionate about finance and technology, eager to learn and grow.
The predicted salary is between 36000 - 60000 £ per year.
Implementation Associates are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfil the client's accounting, compliance monitoring, performance measurement, risk analysis, and reporting necessities.
Responsibilities:
- Demonstrates a deep understanding of Clearwater's core value proposition and effectively communicates its value to clients.
- Takes charge of the onboarding process for clients onto Clearwater's platform.
- Conducts comprehensive training sessions for Clearwater's clients, ensuring they become proficient in using the Clearwater platform.
- Communicates project status, issues, and risks in an effective and transparent manner.
- Skilfully troubleshoots and resolves customer issues that may arise during the implementation phase.
- Manages client and internal stakeholder relationships adeptly throughout the entire implementation process.
- Provides valuable consultancy services to clients, ensuring that their goals align with the established project plans and objectives.
- Identifies and promptly escalates any identified risks and issues to the Project Manager for appropriate action.
- Applies acquired skills, procedures, and best practices in decision-making to successfully complete various tasks.
- Earns trust by consistently delivering accurate, timely, and comprehensive responses to routine inquiries, both in written and verbal contexts.
Required Skills:
- Basic knowledge of accounting and reporting, preferred.
- Good skills in Excel (basic formulas and formatting).
- Securities or financial markets knowledge, especially involving derivatives, alternatives, structured products, and/or fixed income 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.
- Fluency in German and English.
Education and Experience:
Degree in related field e.g. audit, accounting, business, finance, economics, financial markets, mathematics.
Investment Operations Associate (German Speaker) employer: Clearwater Analytics
Contact Detail:
Clearwater Analytics Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Operations Associate (German Speaker)
✨Tip Number 1
Familiarise yourself with Clearwater's SaaS platform and its core value proposition. Understanding how the platform works and what makes it unique will help you communicate effectively with clients during the onboarding process.
✨Tip Number 2
Brush up on your Excel skills, especially basic formulas and formatting. Being proficient in Excel will not only help you manage data efficiently but also demonstrate your analytical capabilities to potential employers.
✨Tip Number 3
Since this role requires strong communication skills, practice articulating complex concepts clearly and concisely. You might even consider role-playing training sessions with a friend to build your confidence in delivering information.
✨Tip Number 4
Network with professionals in the investment operations field, particularly those who have experience with SaaS platforms. Engaging with industry experts can provide valuable insights and may even lead to referrals for the position.
We think you need these skills to ace Investment Operations Associate (German Speaker)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of the Investment Operations Associate role. Emphasise your understanding of accounting, compliance monitoring, and any experience with SaaS platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your fluency in both German and English. Discuss your passion for client onboarding and how your skills can contribute to Clearwater's value proposition. Be specific about your problem-solving abilities and experience in training clients.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Excel and any knowledge of financial markets or securities. Mention any experience you have with derivatives or structured products, as these are preferred skills for the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any grammatical errors or typos. Ensure that your communication is clear and professional, reflecting the outstanding verbal and written skills required for the position.
How to prepare for a job interview at Clearwater Analytics
✨Showcase Your Language Skills
Since fluency in German and English is crucial for this role, be prepared to demonstrate your language proficiency during the interview. You might be asked to switch between languages or answer questions in both, so practice speaking clearly and confidently in both tongues.
✨Understand Clearwater's Value Proposition
Familiarise yourself with Clearwater's core value proposition and be ready to discuss how it aligns with client needs. This will show your understanding of the company and its services, which is essential for effectively communicating with clients.
✨Prepare for Problem-Solving Scenarios
Expect to encounter questions that assess your problem-solving abilities. Think of examples from your past experiences where you successfully resolved issues, particularly in a client-facing context, and be ready to explain your thought process.
✨Demonstrate Your Technical Skills
Brush up on your Excel skills and be prepared to discuss your experience with financial markets and accounting. You may be asked to solve a practical problem or provide insights based on data, so showcasing your technical proficiency will be beneficial.
