Lead Client Servicing Associate

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

**Job Summary:** Lead Client Servicing Associate 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 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:** 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. **Required Skills:** 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:** 2+ years of relevant experience.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.