Junior business analyst Work, Jobs in Straiton, Mln (with Salaries)

Client Servicing Analyst
Clearwater Analytics, Ltd. —Edinburgh
- Bachelor's degree
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junior business analyst jobs near straiton, mln

Client Servicing Analyst

Clearwater Analytics, Ltd. -
Edinburgh

Quick apply

Job details

5 hours ago

Qualifications

Investment
Stakeholder collaboration
Client engagement
Stakeholder liaison
Financial reconciliation support
Mentoring junior staff
Financial report writing
Internal department liaison
Microsoft Office Suite
Bachelor's degree
Staff training
Accounting
Mentoring
Organisational skills
Relationship management
Computer skills
Customer support
Professional development mentoring
Customer interaction
Finance and accounting experience
Training & development
Accounting
Communication skills
Account reconciliation

Full job description

Job Summary:

Lead 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.
Deal with some of the more complex client queries.
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:

Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
Prior experience in finance and/or accounting.
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.

Quick apply

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junior business analyst jobs in straiton, mln

Client Servicing Analyst

Senior Finance Business Partner / Financial Analyst

Senior Anaplan Model Builder (LvL 3 Certified)

Senior Appian Development Consultant

Other jobs to consider

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