Lead Client Relations & Operations

Clearwater Analytics, Ltd; City of Edinburgh; On-site; GBP 35,000 - 45,000; Full time

Job summary

A global analytics company in Edinburgh seeks a Lead Client Servicing Associate to provide operational support and foster client relationships. The role involves handling inquiries on investment and accounting matters, ensuring efficient resolution of queries. Candidates should have a minimum of 2 years in finance or accounting, strong communication skills, and proficiency in Microsoft Office. This is an opportunity to contribute significantly to client satisfaction and advocacy while promoting a diverse workplace.

Qualifications

• 2+ years of experience in finance and/or accounting is required.
• Strong attention to detail is mandatory.
• Excellent written and verbal communication skills are essential.

Responsibilities

• Complete operational tasks like account set up and compliance.
• Collaborate with clients to enhance their user experience.
• Validate investment data using third-party sources and internal tools.

Skills

Familiarity with Accounting, Compliance, Risk, and Performance reports

Intermediate understanding of fixed income investments

Intermediate understanding of equity investments

Strong computer skills, including Microsoft Office

Outstanding verbal and written communication skills

Strong organizational skills

Exceptional problem-solving abilities

Education

2+ years of relevant experience

Job description

A global analytics company in Edinburgh seeks a Lead Client Servicing Associate to provide operational support and foster client relationships. The role involves handling inquiries on investment and accounting matters, ensuring efficient resolution of queries. Candidates should have a minimum of 2 years in finance or accounting, strong communication skills, and proficiency in Microsoft Office. This is an opportunity to contribute significantly to client satisfaction and advocacy while promoting a diverse workplace.