Lead Client Servicing Associate

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

Lead Client Servicing Associate page is loaded## Lead Client Servicing Associatelocations: Office - Edinburghtime type: Full timeposted on: Posted Todayjob requisition id: R2994-2**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 Lead Associates 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.* 3+ years of relevant experience.**What we offer:*** Business casual atmosphere.* Team focused culture that promotes innovation and ownership.* Access to cutting edge investment reporting technology and expertise.* Continual learning, professional development, and career progression including international mobility opportunities.* A vast range of social and volunteering events.* Competitive salary and benefits package; including Clearwater stock (RSUs), health and dental insurance, gym discounts, pension, and employee discount platform.* Employee Stock Purchase Plan (ESPP).* 3 weeks ‘work from anywhere’.Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.