client specialist Work, Jobs in edinburgh (with Salaries)

Client Service Product Support Specialist - PMS
Clearwater Analytics, Ltd. —Edinburgh
- Bachelor's degree
- Front desk
- Accounting
Quick apply
7d
Freelance In Person Event Specialist - Edinburgh, Scotland
Visit.org —Edinburgh
- Temporary
- Customer service
- English
- Travel
Quick apply
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
Client Relationship Consultant
Standard Life —Edinburgh
- From £45,700 a year
- Contracts
- Communication skills
2d
Client Service Analyst
Alexander Mann Solutions (AMS) —Edinburgh
- AutoCAD
- Software troubleshooting
- IT
Implementation Specialist
BlackRock Investments —Edinburgh
- Full-time
- Hybrid work
- Financial services
- In-person
- Internship
- Work from home
6d
Talent Acquisition Specialist - Scotland
Stantec —Edinburgh
- Hybrid work
- Annual leave
FOS & Exec Complaints Specialist
JPMorganChase —Edinburgh
- Weekend availability
- Financial services
- Communication skills
- Banking
2d
Product Support Specialist
Appointedd —Edinburgh
- £24,000 - £30,000 a year
- Full-time
- Communication skills
Quick apply
Office Manager
Construction & Property Recruitment —Edinburgh
- £35,000 - £45,000 a year
- Microsoft Office
- Communication skills
- Office experience
9d
AI Adoption Specialist
Tomoro —Edinburgh
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Employee assistance programme
Quick apply
12d
Customer Service Advisor
JPMorganChase —Edinburgh
- Full-time
- Customer service
- Financial services
- Communication skills
2d
Business Support Specialist
LRQA group —Inverleith
- Spanish
- English
6d
Project Planner
Dalkia UK —Edinburgh
- Customer service
- Contracts
- Mechanical knowledge
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
Assistant Ecologist
WSP —Edinburgh
- Communication skills
14d
Senior Associate
Kee Solicitors —Edinburgh
2d
Transfer Agency UK, Associate 2
State Street —Edinburgh
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
12d
249622 Specialist Dietitian – Intellectual Disabilities (KMc)
NHS Scotland —Edinburgh
- £43,231 - £52,679 a year
- Leadership
8d
Financial Planning Administrator
The Progeny Group Limited —Edinburgh
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
12d

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Client Service Product Support Specialist - PMS

Clearwater Analytics, Ltd. -
Edinburgh

Quick apply

Job details

7 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 specialist jobs in edinburgh

Client Service Product Support Specialist - PMS

Freelance In Person Event Specialist - Edinburgh, Scotland

Project Administrator

Client Relationship Consultant

Client Service Analyst

Implementation Specialist

Talent Acquisition Specialist - Scotland

FOS & Exec Complaints Specialist

Product Support Specialist

Office Manager

AI Adoption Specialist

Customer Service Advisor

Business Support Specialist

Project Planner

Product Support Specialist - Institutions

Assistant Ecologist

Senior Associate

Transfer Agency UK, Associate 2

249622 Specialist Dietitian – Intellectual Disabilities (KMc)

Financial Planning Administrator

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