Investment Client Services Associate

Clearwater Analytics, Ltd.; City of Edinburgh; On-site; GBP 60,000 - 90,000; Full time

Job summary

Clearwater Analytics, Ltd. is seeking Client Servicing Associates in Edinburgh to deliver top-tier operational support for global clients.

You will address inquiries on investment accounting, financial statements, and analytics reporting, acting as a bridge between clients and internal teams to resolve issues promptly and accurately. The role emphasizes building strong client relationships, using internal tools to reconcile data, and delivering high-quality service in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting or related field with 2+ years of experience.
• Strong communication and documentation skills.
• Attention to detail and accuracy in financial tasks.

Responsibilities

• Manage client inquiries across investment accounting topics and markets.
• Provide timely, accurate information on Financial Statements & Analytics Reporting.
• Complete operations: account setup, client lockdowns, reconciliation validation.
• Collaborate with clients to strengthen relationships and user experience.
• Validate investment data against third-party market data sources with internal tools.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Microsoft Office

Attention to detail

Verbal and written communication

Organizational skills

Problem-solving

Education

Bachelor's degree or higher in Accounting or Financial/Business-related field

2+ years of relevant experience

Tools

Proprietary internal tools

Job description

Clearwater Analytics, Ltd. is seeking Client Servicing Associates in Edinburgh to deliver top-tier operational support for global clients.

You will address inquiries on investment accounting, financial statements, and analytics reporting, acting as a bridge between clients and internal teams to resolve issues promptly and accurately. The role emphasizes building strong client relationships, using internal tools to reconcile data, and delivering high-quality service in a fast-paced environment.