client services specialist Work, Jobs in edinburgh, sct (with Salaries)

Client Service Product Support Specialist - PMS
Clearwater Analytics, Ltd. —Edinburgh
- Bachelor's degree
- Front desk
- Accounting
Quick apply
9d
Project Administrator
Perceptive Agency —Edinburgh
- £12.71 - £13.45 an hour
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
- Work from home
Quick apply
Travel Consultant
Trailfinders —Edinburgh
- £44,000 - £49,000 a year
- Sales
1h
Freelance In Person Event Specialist - Edinburgh, Scotland
Visit.org —Edinburgh
- Temporary
- Customer service
- English
- Travel
Quick apply
FOS & Exec Complaints Specialist
JPMorganChase —Edinburgh
- Weekend availability
- Financial services
- Communication skills
- Banking
3d
Talent Acquisition Specialist - Scotland
Stantec —Edinburgh
- Hybrid work
- Annual leave
Client Service Analyst
Alexander Mann Solutions (AMS) —Edinburgh
- AutoCAD
- Software troubleshooting
- IT
Product Support Specialist
Appointedd —Edinburgh
- £24,000 - £30,000 a year
- Full-time
- Communication skills
Quick apply
Implementation Specialist
BlackRock Investments —Edinburgh
- Full-time
- Hybrid work
- Financial services
- In-person
- Internship
- Work from home
7d
Customer Service Advisor
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Financial services
- Communication skills
3d
Middle Office Strategic Onboarding & Implementation Associate
Standard Life —Edinburgh
- From £41,800 a year
- Hybrid work
- SQL
- Travel
- Organisational skills
Business Support Specialist
LRQA group —Inverleith
- Spanish
- English
7d
HR Services Administrator
Stantec —Edinburgh
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
2d
Product Support Specialist - Institutions
Opus 2 —Edinburgh
- £40,000 - £45,000 a year
- Full-time
- Hybrid work
- Product management
- Python
- Employee assistance programme
Quick apply
Project Planner
Dalkia UK —Edinburgh
- Customer service
- Contracts
- Mechanical knowledge
Financial Planning Administrator
The Progeny Group Limited —Edinburgh
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
14d
Welfare Support Officer
Mears Group —Edinburgh
- Up to £29,856.80 a year
- Monday to Friday
- Case management
- Travel
- IT
- Annual leave
- Employee assistance programme
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
14d
Lamborghini General Sales Manager
Sytner Specialist Edinburgh —Edinburgh
- Full-time
- Leadership
- Communication skills
- Employee discount
249622 Specialist Dietitian – Intellectual Disabilities (KMc)
NHS Scotland —Edinburgh
- £43,231 - £52,679 a year
- Leadership
10d

I want to receive the latest job alerts for client services specialist in edinburgh, sct

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services specialist jobs near edinburgh, sct

Client Service Product Support Specialist - PMS

Clearwater Analytics, Ltd. -
Edinburgh

Quick apply

Job details

9 days ago

Qualifications

Economics
Bachelor's degree
Front desk
Root cause analysis
Accounting
Communication skills
Office experience

Full job description

Job Summary:

The CS PMS Specialist provides expert support for Portfolio Management Systems (PMS). This role involves addressing complex client inquiries in EMEA timezone, collaborating with internal teams, and enhancing service delivery to ensure optimal solutions for clients and efficient workflow processes. This role sits as a specialist layer within the CWAN Client Service support structure, complementing the deep technical expertise of our sophisticated client base.

Responsibilities:

Serve as a technical escalation from CSR inquiries across multiple asset classes and system functionality in the legacy Enfusion architecture, providing in-depth analysis and solutions to complex trading-related issues.
Collaborate with Level 1 personnel in the EMEA Asset Manager pod to identify and resolve discrepancies in trading data, P&L reports, and positions by performing advanced reconciliations and validations
Investigate recurring issues to identify root causes, documenting findings and collaborating with SME teams to implement long-term fixes and process improvements.
Deliver training programs for Level 1 support staff, Account Managers and SDMs focusing on advanced troubleshooting techniques and escalation procedures to enhance overall team performance.
Facilitate communication between the SME’s, trading, operations, product management, and engineering teams to ensure cohesive resolution of escalated issues and accurate implementation of new feature
Collaborate with appropriate SME & BA teams across the OMS/PMS test system enhancements, ensuring new features meet user needs and facilitate a smoother user experience for both clients and internal users.
Client aligned in pod structure to be focussed on delivering the best client outcome to improve NPS/CSAT and client delight amongst within their designated pod.
The specialist will have specific Mean Time to Acknowledge (MTTA) and Mean Time to Recover/Resolve (MTTR) productivity metrics to hit daily, understanding the complexities of specialist level queries resolutions times can vary.

Required Skills:

3-5+ years of experience in client support for Order Execution Management Systems or Portfolio Management Systems.
Strong and deep understanding of financial instruments, Listed and Complex Swaps/Derivatives.
Outstanding analytical and problem-solving skills.
Outstanding communication and interpersonal skills, particularly in client-facing situations where clarity is key.
Prioritisation management in identifying ticket urgency.
Strong Intellectual curiosity for root cause analysis of problems and remedying these with optimal system solutions.
Demonstrates strong cross functional collaboration skills and works effectively with diverse teams to deliver the best client outcome. functional collaboration skills and works effectively with diverse teams‑functional collaboration skills and works effectively with diverse teams
Strong sense of technical ownership to see issues through to completion

Education & Experience:

Bachelor’s degree in Finance, Accounting, Economics, Computer Science or a related field.
Prior Experience at an OMS/PMS in a similar role is desirable.
Buy side operational and front office experience desirable.
Experience in a client-facing technical role is essential.

Quick apply

Refine Your Search

client services specialist jobs in edinburgh, sct

Client Service Product Support Specialist - PMS

Project Administrator

Travel Consultant

Freelance In Person Event Specialist - Edinburgh, Scotland

FOS & Exec Complaints Specialist

Talent Acquisition Specialist - Scotland

Client Service Analyst

Product Support Specialist

Implementation Specialist

Customer Service Advisor

Middle Office Strategic Onboarding & Implementation Associate

Business Support Specialist

HR Services Administrator

Product Support Specialist - Institutions

Project Planner

Financial Planning Administrator

Welfare Support Officer

Transfer Agency UK, Associate 2

Lamborghini General Sales Manager

249622 Specialist Dietitian – Intellectual Disabilities (KMc)

I want to receive the latest job alerts for client services specialist in edinburgh, sct

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected