Lead Client Servicing Associate

Clearwater Analytics; City of Edinburgh; Sur place; GBP 30 000 - 36 000; Plein temps

Résumé du poste

Clearwater Analytics is seeking Client Servicing Associates to deliver top-tier operational support and foster strong relationships with its global client base.

These professionals address inquiries related to investment accounting, acting as a bridge between clients and internal teams to ensure prompt, precise responses and efficient issue resolution.

Qualifications

• Bachelor’s degree in Accounting or Finance required.
• 2+ years of relevant accounting experience.
• Strong understanding of investment accounting and financial statements.
• Proficient in Microsoft Office; strong data analysis skills.
• Excellent attention to detail and documentation.
• Outstanding verbal and written communication.

Responsabilités

• Handle client inquiries and requests on investment accounting and related topics.
• Provide timely, accurate information on financial statements and analytics.
• Perform account setup, client lockdowns, reconciliation validation, and compliance tasks.
• Collaborate with clients to strengthen relationships and improve user experience.
• Cross-check investment data against market data sources and use internal tools to reconcile transactions.
• Navigate knowledge bases to proactively resolve client queries.
• Prioritize work based on productivity, quality metrics and deadlines.
• Lead or participate in long-term projects with internal teams.

Connaissances

Investment accounting

Financial statements

Amortization

Interest income

Attention to detail

Documentation

Verbal and written communication

Organizational skills

Interpersonal skills

Problem-solving

Formation

Bachelor’s degree in Accounting or Finance

Outils

Microsoft Office

Description du poste

Job Summary

Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Job Summary

Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.

Responsibilities

• Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
• Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
• Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
• Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
• Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
• Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
• Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
• Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.

Required Skills

• Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Finance and/or accounting experience 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.

Education And Experience

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 2+ years of relevant experience.