PMS Client Support Specialist: Escalations & Solutions in London

PMS Client Support Specialist: Escalations & Solutions in London

London Bachelor 40000 - 50000 £ / year (est.) No working from home possible
Clearwater Analytics

At a Glance

  • Tasks: Provide expert support for Portfolio Management Systems and solve complex client inquiries.
  • Company: Join Clearwater Analytics, a leader in financial technology solutions.
  • Benefits: Competitive salary, health benefits, and opportunities for professional growth.
  • Other info: Dynamic team environment with a focus on collaboration and problem-solving.
  • Why this job: Make a real difference by optimising service delivery and enhancing client satisfaction.
  • Qualifications: 3-5+ years of client support experience and a Bachelor's degree in a relevant field.

The predicted salary is between 40000 - 50000 £ per year.

Clearwater Analytics is looking for a CS PMS Specialist to provide expert support for Portfolio Management Systems. This role involves addressing complex client inquiries, collaborating with internal teams, and optimizing service delivery.

The ideal candidate will have 3-5+ years of client support experience, a strong understanding of financial instruments, and exceptional problem-solving skills. Additionally, candidates should possess a Bachelor's degree in a relevant field and demonstrate the ability to communicate effectively in client-facing scenarios.

PMS Client Support Specialist: Escalations & Solutions in London employer: Clearwater Analytics

Clearwater Analytics is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for professionals seeking to grow in the financial technology sector. With a strong emphasis on employee development, we offer comprehensive training programs and opportunities for career advancement, all while being located in a vibrant area that promotes work-life balance. Join us to be part of a team that values your expertise and encourages meaningful contributions to our clients' success.

Clearwater Analytics

Contact Details:

Clearwater Analytics Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land PMS Client Support Specialist: Escalations & Solutions in London

Tap into University Career Services

Don’t underestimate the power of your university’s career services. They often have exclusive connections with banks and financial firms looking for fresh talent. Get involved in any workshops, recruitment fairs, or speaking events to make those important first contacts.

Join Finance Societies and Clubs

Get proactive by joining finance-related societies or clubs at your university. Participating not only boosts your CV, but also opens doors to networking events and guest lectures from industry professionals. It’s a fantastic way to meet people who can help you land your dream internship in banking.

Build Your Online Presence

Create a LinkedIn profile that showcases your academic achievements and any finance-related projects you've worked on. Connect with professionals in the banking sector and engage with their content. Commenting on industry news shows your interest and helps you stand out to potential employers like Clearwater Analytics.

Apply Early and Often

Internship placements in banking can be highly competitive and often have earlier application deadlines than other fields. Keep an eye on the hiring calendar of companies like Clearwater Analytics and apply as soon as possible. Don’t forget, applying through our website can also give you an edge!

We think you need these skills to ace PMS Client Support Specialist: Escalations & Solutions in London

Client Support Experience
Understanding of Financial Instruments
Problem-Solving Skills
Effective Communication Skills
Collaboration with Internal Teams
Service Delivery Optimisation
Bachelor's Degree in a Relevant Field

Some tips for your application 🫡

Show off your academic prowess!:In the banking and financial services sector, impressive grades matter. Don’t shy away from mentioning your academic achievements and relevant coursework in your CV. Focus on any finance-related modules or projects you've excelled in during your bachelor’s degree—this can really set you apart!

Tailor your CV with finance flair!:Use a clear, professional format for your CV, but be sure to sprinkle in finance-specific keywords! Highlight any internships, relevant work experience, or even participation in finance clubs—these are gold dust in a sector like ours and will catch the eye of recruiters at Clearwater Analytics.

Personalise that cover letter!:This is your chance to tell your story—why are you interested in banking and financial services, and what attracts you to Clearwater Analytics? Make sure to mention specific aspects of the company that excite you and how your degree has prepared you for this role. Passion goes a long way here!

Demonstrate your analytical skills!:In banking and financial services, the ability to analyse data and make informed decisions is key. If you've worked on any projects or case studies that demonstrate this skill, make sure to highlight them in your written application. This could be anything from interpreting financial statements to creating budget forecasts!

How to prepare for a job interview at Clearwater Analytics

Brush Up on Your Financial Knowledge

For a role in banking and financial services, it's crucial to have a solid understanding of financial concepts, market trends, and regulations. It might be worth revising topics like investment strategies, risk management, and financial analysis. This will not only boost your confidence but also help you tackle the technical questions that often pop up in interviews.

Be Ready for Case Studies

Interviews in this field often include case study exercises where you'll need to analyse financial scenarios. Practice articulating your thought process clearly, as this will demonstrate your analytical skills and your approach to problem-solving. There’s no better way to prepare than working through examples or sample case studies.

Show Your Enthusiasm for the Industry

As this is a bachelor-level position, interviewers want to see your motivation and potential for learning. Share your passion for finance and how you stay updated on industry news. Mention any relevant coursework or projects and how these experiences have shaped your interest in banking and financial services.

Connect with Your Interviewer

Interviews can feel pretty formal, but don't forget to connect on a personal level. Ask your interviewer about their journey in the banking sector, or what they enjoy about working at Clearwater Analytics. This not only shows you’re interested in them but also gives you a chance to establish rapport—an important factor in team dynamics.