Client Servicing Associate

2 weeks ago

City of Edinburgh, United Kingdom Clearwater Analytics (CWAN) Full time

Client Servicing Associate - French Speaker Join to apply for the Client Servicing Associate - French Speaker role at Clearwater Analytics (CWAN) Job Summary Client Servicing Associates are responsible for delivering top‑on‑track 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 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, and 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. Navigate knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems. Manage workflow based on productivity and quality metrics; 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. Assist in training and coaching more junior team members. Required Skills Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts. Intermediate understanding of fixed income and equity investments. Finance and/or accounting experience preferred. 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. 1+ years of relevant experience. Fluent in French and English. Seniority level Entry level Employment type Full‑time Job function Other Industries Software Development #J-18808-Ljbffr

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