Lead Client Servicing Associate

4 days ago

Edinburgh, United Kingdom Clearwater Analytics Full time

Job Summary:
Lead Client Servicing Associates 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 Lead 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.

  • Associate Landscape Architect

    6 days ago

    Edinburgh, United Kingdom Lead Careers Full time

    Role – Associate Landscape Architect Location – Edinburgh Salary – £45 – 55K DOE Our client, an established multidisciplinary consultancy is looking for an Associate Landscape Architect to join a dynamic and expanding team. The role offers an excellent opportunity to contribute to a wide range of projects that shape both the built and natural...

  • Associate Landscape Architect

    7 days ago

    Edinburgh, United Kingdom Lead Careers Full time

    Job DescriptionRole – Associate Landscape ArchitectLocation – EdinburghSalary – £45 – 55K DOEOur client, an established multidisciplinary consultancy is looking for an Associate Landscape Architect to join a dynamic and expanding team. The role offers an excellent opportunity to contribute to a wide range of projects that shape both the built and...

  • Lead Client Servicing Associate

    5 days 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...

  • Client Services Associate

    21 hours ago

    Edinburgh, United Kingdom IDEX Consulting Ltd Full time

    Client Services Associate x 6EdinburghFantastic opportunity for an experienced client services associates to join a trusted and expanding firm in Edinburgh..To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the businessThe role:Process new business (GIA/ISA/SIPP/Bonds)...

  • Client Services Associate

    2 weeks ago

    Edinburgh, United Kingdom IDEX Consulting Ltd Full time

    Client Services Associate x 6 Edinburgh Fantastic opportunity for an experienced client services associates to join a trusted and expanding firm in Edinburgh.. To assist Advisers with providing an exceptional ongoing service to clients as well as supporting with the onboarding of new clients into the business The role: Process new business...

  • Lead Client Servicing Associate

    1 week ago

    City of Edinburgh, United Kingdom Clearwater Analytics Full time

    Job SummaryLead Client Servicing Associates 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...

  • Client Associate Partner

    1 day ago

    Edinburgh, Edinburgh, United Kingdom Open Partners Full time

    Role PurposeThe Client Associate Partner is a role working in the Client team - the agency's front line.  They will deliver against our Full Service People promise; Product Activation, Product Effectiveness Analysis, Testing & Improvement Planning, Quality Assurance  A Client Associate Partner will be commercial, strategic, intellectual, personable, and...

  • Private Client Associate

    1 week ago

    Edinburgh, United Kingdom Lusona Consultancy Full time

    Private Client Associate – Leading Scottish Law Firm  Edinburgh / Perth Permanent | Full-time or Flexible Working Considered A prestigious and forward-thinking Scottish law firm is seeking an experienced Private Client Associate to join its well-established team. This is a unique opportunity to work with a diverse client base on a broad spectrum of...

  • Private Client Associate/senior

    1 week ago

    Edinburgh, United Kingdom G2 Legal Limited Full time

    Our client is a highly reputable law firm with offices across Scotland that now seeks a private client associate/senior associate to join its well-regarded and successful Private Client team based in Edinburgh. You will also be expected to take the lead on many client relationships and provide supervision and training to trainees and more junior members of...

  • Client Service Delivery Associate

    3 days ago

    Edinburgh, United Kingdom JPMorganChase Full time

    **JOB DESCRIPTION** Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences. **Job responsibilities** - Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital...