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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 finance and tech.
- 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 30000 - 50000 £ 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.
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 potential clients during the onboarding process.
✨Tip Number 2
Brush up on your Excel skills, especially basic formulas and formatting. Being proficient in Excel is crucial for managing data and reporting, which are key aspects of the Investment Operations Associate role.
✨Tip Number 3
Enhance your knowledge of financial markets, particularly derivatives and structured products. This understanding will not only boost your confidence but also enable you to provide valuable consultancy services to clients.
✨Tip Number 4
Practice your communication skills in both German and English. As fluency in both languages is required, being able to articulate complex concepts clearly will set you apart during client interactions and training sessions.
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 passion for the role and the company. Mention your fluency in German and English, and how your skills in Excel and problem-solving can contribute to the onboarding process for clients.
Showcase Communication Skills: Since the role requires outstanding verbal and written communication skills, provide examples in your application where you effectively communicated complex information or resolved issues. This could be through previous job experiences or academic projects.
Highlight Relevant Education: Ensure you mention your degree in a related field such as finance or economics. If you have taken any specific courses related to accounting or financial markets, include those as well to strengthen your application.
How to prepare for a job interview at Clearwater Analytics
✨Understand the Company and Role
Before the interview, make sure to research Clearwater and understand their core value proposition. Familiarise yourself with their SaaS platform and how it benefits clients, as this will help you articulate your understanding during the interview.
✨Showcase Your Language Skills
As a German speaker, be prepared to demonstrate your fluency in both German and English. You might be asked to switch between languages during the interview, so practice discussing your experiences and skills in both languages to show your versatility.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities and how you handle client relationships. Think of examples from your past experiences where you successfully managed client issues or implemented solutions, and be ready to discuss these scenarios in detail.
✨Highlight Your Technical Skills
Since the role requires proficiency in Excel and knowledge of financial markets, be prepared to discuss your experience with these tools. Bring examples of how you've used Excel in previous roles, and if possible, brush up on basic formulas and formatting to demonstrate your skills.
