Remote Senior Client Services & Investment Accounting Lead

Clearwater Analytics, Ltd; City of Edinburgh; On-site; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial services company in Edinburgh is seeking a Lead Client Servicing Associate to provide operational support and build strong relationships with clients. This role involves managing inquiries related to investment accounting and financial markets while ensuring top-notch service. Candidates should have a Bachelor's degree in a relevant field and at least 3 years of experience. The position offers a competitive salary and benefits package, including health insurance and pension contributions.

Benefits

Competitive salary

Health and dental insurance

Gym discounts

Employee discount platform

Access to investment reporting technology

Qualifications

• 3+ years of relevant experience in finance and/or accounting.
• Intermediate understanding of fixed income and equity investments.
• Experience managing client inquiries related to investment accounting.

Responsibilities

• Manage client inquiries on investment accounting and financial markets.
• Deliver timely and accurate information regarding Financial Statements.
• Collaborate directly with clients to enhance their experience.

Skills

Strong understanding of investment accounting

Familiarity with financial statements

Excellent attention to detail

Outstanding verbal and written communication skills

Exceptional problem-solving abilities

Education

Bachelor’s degree in Accounting or Financial/Business-related field

Tools

Microsoft Office

Job description

A leading financial services company in Edinburgh is seeking a Lead Client Servicing Associate to provide operational support and build strong relationships with clients. This role involves managing inquiries related to investment accounting and financial markets while ensuring top-notch service. Candidates should have a Bachelor's degree in a relevant field and at least 3 years of experience. The position offers a competitive salary and benefits package, including health insurance and pension contributions.