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- Tasks: Help onboard new clients onto our SaaS platform and provide tailored solutions.
- Company: Join Clearwater, a leader in financial technology, transforming client experiences.
- Benefits: Enjoy flexible working options, training opportunities, and a vibrant company culture.
- Why this job: Be part of a dynamic team making a real impact in the finance world.
- Qualifications: Fluency in German and English, with a degree in finance or related fields.
- Other info: Ideal for those passionate about finance and technology, eager to learn.
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 fulfill 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 EnglishEducation and Experience:Degree in related field e.g. audit, accounting, business, finance, economics, financial markets, mathematics.
Investment Operations Associate (German Speaker) employer: LinkedIn
Contact Detail:
LinkedIn 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 in your day-to-day tasks but also demonstrate your capability to handle data effectively during client training sessions.
✨Tip Number 3
Enhance your knowledge of financial markets, particularly in areas like derivatives and structured products. This knowledge will be invaluable when discussing client needs and providing tailored solutions during the implementation phase.
✨Tip Number 4
Practice your communication skills in both German and English. Being able to convey complex information clearly and effectively will be crucial in building trust with clients and managing relationships throughout the implementation process.
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 of how you've effectively communicated project statuses or resolved issues in previous roles.
Highlight Relevant Education: Include your degree and any relevant coursework that relates to finance, accounting, or economics. This will demonstrate your foundational knowledge and suitability for the position.
How to prepare for a job interview at LinkedIn
✨Showcase Your Understanding of the SaaS Model
Make sure to demonstrate your knowledge of SaaS platforms during the interview. Discuss how you can help clients onboard effectively and tailor solutions to their needs, as this is a key part of the role.
✨Highlight Your Communication Skills
Since the role involves training clients and managing relationships, emphasise your verbal and written communication skills. Prepare examples of how you've successfully communicated complex information in the past.
✨Prepare for Problem-Solving Scenarios
Be ready to discuss specific instances where you've resolved issues or troubleshot problems. This will showcase your exceptional problem-solving abilities, which are crucial for the position.
✨Demonstrate Your Attention to Detail
Given the importance of accuracy in accounting and reporting, provide examples that highlight your attention to detail. Mention any relevant experiences where this skill has been vital to your success.
