Client servicing analyst Work, Jobs in Edinburgh, Sct (with Salaries)

Client Servicing Analyst
Clearwater Analytics, Ltd. —Edinburgh
- Computer literacy
- Writing skills
- Bachelor's degree
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11h
Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
- Writing skills
- Bachelor's degree
- Accounting
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Sr. Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
- Master's degree
- Bachelor's degree
- Leadership
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11h
Service Delivery Manager
Clearwater Analytics, Ltd. —Edinburgh
- Writing skills
- Business development
- Bachelor's degree
Quick apply
11h

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Subject Matter Expert - Client Servicing
Clearwater Analytics, Ltd. —Edinburgh
Strategize with development teams to enhance our product offering, improve our client on-boarding experience, shorten delivery periods, and develop repeatable,…
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11h
Subject Matter Expert - Implementations
Clearwater Analytics, Ltd. —Edinburgh
Knowledge of: Securities or financial markets, especially derivatives, alternatives, structured products, and/or fixed income, is good to have.
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Client Servicing Analyst

Clearwater Analytics, Ltd. -
Edinburgh

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Job details

11 hours ago

Qualifications

Investment
Stakeholder collaboration
Client engagement
Computer literacy
Stakeholder liaison
Writing skills
Financial reconciliation support
Financial report writing
Internal department liaison
Microsoft Office Suite
Bachelor's degree
Accounting
Organisational skills
Relationship management
Computer skills
Customer support
Customer interaction
Finance and accounting experience
Accounting
Communication skills
Account reconciliation

Full job description

Job Summary:

Client Servicing Analysts 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:

Basic 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.

Quick apply

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client servicing analyst jobs in edinburgh, sct

Client Servicing Analyst

Subject Matter Expert - Implementations

Sr. Subject Matter Expert - Implementations

Service Delivery Manager

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