Graduate Client Services Analyst

Found in: Appcast UK C2 - 2 weeks ago


Edinburgh, United Kingdom Clearwater Analytics Full time

Job Summary:

Client Servicing Analysts 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.


Required Skills:

  • Basic understanding of financial markets.
  • 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.
  • Fluent French speaker


Education and Experience:

  • Bachelor’s degree or higher in Financial or Business-related field.


What we offer:

  • Access to cutting edge investment reporting technology and expertise
  • Continual learning and growth opportunities
  • Defined and undefined career pathways allowing you to grow your own way
  • Team focused culture that promotes innovation and ownership
  • Competitive salary and benefits package inc. private medical and dental insurance, volunteer time off, discounted shares, discounted gym memberships
  • Volunteer Time Off to give back to the community
  • RSUs as well as employee stock purchase plan
  • Work from anywhere 3 weeks out of the year
  • Business casual atmosphere



  • Edinburgh, United Kingdom HRC Recruitment. Full time

    **Graduate Operations Analyst - Edinburgh - Permanent - Competitive Salary** HRC are delighted to be working alongside a global Fintech firm who are looking to bring on a number of Graduate Analysts across the business. These position’s will be both challenging and rewarding, offering the chance to work on a varied portfolio of reputableclients. The role...


  • Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Description Job Summary: Client Servicing Analysts 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...

  • Graduate Client Services Analyst

    Found in: Whatjobs ES C2 - 7 days ago


    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary: Client Servicing Analysts 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...

  • Graduate Client Services Analyst

    Found in: Talent UK 2A C2 - 3 weeks ago


    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary:Client Servicing Analysts 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...


  • Edinburgh, United Kingdom Graduate Recruitment Bureau Full time

    **Passionate about languages and translation? Wanting to kick-start your career in project management working with a wide range of global clients?** Working from their modern offices in central Edinburgh, you'd be joining their diverse team who offer a range of localisation and translation consultancy services to companies worldwide. They manage...


  • Edinburgh, United Kingdom Regal Brooke Ltd Full time

    Investment Bank is a top-tier global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. We invite applications from talented and ambitious graduates to join our team as an Investment Banking Analyst. Job Description: As an Investment Banking Analyst, you will be a key...

  • Graduate Consultant

    4 days ago


    Edinburgh, United Kingdom Johnston Carmichael Full time

    Johnston Carmichael (JC) is Scotland's largest independent firm of Chartered Accountants and Business Advisers. We pride ourselves on constantly looking for new ways in which we can help and support our clients and have recently set up our Financial Services Advisory Business with the goal of helping our clients successfully respond to their challenges and...


  • Edinburgh, United Kingdom Lorien Full time

    **Service Desk Analyst - Edinburgh (Hybrid) 6 Months Intial** Our Public Sector client are currently recruiting for a Service Desk Analyst to join on a contract basis (duration tbc), inside of IR35. The jobholder will provide general technical support and guidance, in particular installation and support services - client enterprises devices, software...

  • Graduate, Tax

    14 hours ago


    Edinburgh, United Kingdom Johnston Carmichael Full time

    We have a new and exciting graduate opportunity for a financial services tax graduate to join our team in the central belt of Scotland for our August 2024 starts. Our team of sharp minds have unique skills, talents and aspirations, but we have common goals too and we are looking for like-minded people to help us reach those goals. Our people drive...


  • Edinburgh, United Kingdom Ashdown Group Full time

    Graduate Customer Services Executive - £24,000 - Hybrid A highly successful business are looking for a bright, motivated Graduate to join them in a client facing, operational role. This is a brilliant opportunity to join an established business offering real long term career development. Key responsibilities of this operational role will include data...


  • Edinburgh, United Kingdom Eden Scott Full time

    A unique opportunity has arisen for a partially qualified or qualified individual within the Actuarial arena in the heart of Edinburgh. Our client, a forward thinking consultancy seek either an aspiring Consultant or Analyst (Either senior or not) to join their team during an exciting time in their history. To be considered you must have experience within...

  • Payment Services Analyst

    Found in: beBee jobs GB - 2 weeks ago


    Edinburgh, Edinburgh, United Kingdom Hampden & Co Full time

    Job Role: Payment Services Analyst Department: OperationsLocation: EdinburghContract Type: PermanentHours: Full time (Monday - Friday, 35 hours per week)Salary Details: Competitive salary and additional benefitsClosing Date: 26th April 2024About Hampden & CoAs a forward-thinking, socially responsible private bank, Hampden & Co provides bespoke banking to...

  • Payment Services Analyst

    Found in: beBee S GB - 3 weeks ago


    Edinburgh, United Kingdom Hampden & Co Full time

    Job Role: Payment Services Analyst Department: OperationsLocation: EdinburghContract Type: PermanentHours: Full time (Monday - Friday, 35 hours per week)Salary Details: Competitive salary and additional benefitsClosing Date: 26th April 2024About Hampden & CoAs a forward-thinking, socially responsible private bank, Hampden & Co provides bespoke banking to...


  • Edinburgh, United Kingdom QA Ltd Full time

    Computershare is a global leader in financial administration with over 14,000 employees around the world, serving over 25,000+ clients. If you are looking for an exciting and unique opportunity, to help drive their next phase of growth Computershare arecurrently seeking an Apprentice Service Desk Analyst to join the team in their global technology hub based...


  • Edinburgh, United Kingdom Unitemps Full time

    Unitemps are looking for graduation ceremony staff for one of our clients who organise gowns and photographs for graduation ceremonies up and down the country. These shifts are for the graduation ceremonies held at the Usher Hall in Edinburgh The shifts will be on the 3rd - 7th July Shift times are 08:00 - 18:00 every day. **Duties and...

  • BI Analyst

    3 weeks ago


    Edinburgh, United Kingdom Lorien Full time

    Technical Business Analyst 6 Month Contract Our leading financial services client is looking for a Technical Business Analyst to join their team for an initial 6-month contract, with a strong possibility of extension. Tech Business Analysts with a good understanding of Data Data Governance Manage Senior Stakeholders

  • BI Analyst

    Found in: Jooble UK C2 - 2 weeks ago


    Edinburgh, United Kingdom Lorien Full time

    Technical Business Analyst 6 Month Contract Our leading financial services client is looking for a Technical Business Analyst to join their team for an initial 6-month contract, with a strong possibility of extension. Tech Business Analysts with a good understanding of Data Data Governance Manage Senior Stakeholders


  • Edinburgh, United Kingdom JPMorgan Chase Bank, N.A. Full time

    As the performance/risk analyst, you will be responsible for calculating and providing performance measurement and/or risk management analysis to institutional and/or asset management clients. The analyst will interpret and communicate return and risk reporting information to clients and internal partners. You will provide their assigned clients a...

  • Graduate Methods Engineer

    Found in: Talent UK 2 C2 - 1 week ago


    Edinburgh, United Kingdom First Recruitment Group Full time

    Graduate Methods Engineer Permanent Staff Kingston upon Thames, Surrey - 3 days per week in the office, 2 days per week working from home Oil & Gas/ Offshore Wind sector September 2024 start Are you degree qualified/ in the process of obtaining your degree and looking for an opportunity to work in the Energy sector? A number of Graduate Methods...


  • Edinburgh, United Kingdom RPS Group Full time

    Geotechnical Engineer - Graduate Programme September 2024 Scotland Geotechnical Engineer - Graduate Programme September 2024 Scotland We are looking for  Graduates  to join our  Geotechnical Engineering Graduate Programme . We’re RPS, our projects are all around you. We define, design and manage projects that create shared value to a complex,...