Lead Client Servicing Associate

16 hours ago

Edinburgh, Edinburgh, United Kingdom Clearwater Analytics Full time

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: 

  • 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.  

  • 2+ years of relevant experience. 

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