Lead Client Servicing 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

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.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.