Client Servicing Analyst

Found in: Talent UK C2 - 1 week 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 investment accounting, financial statements, amortization, interest income, and other accounting concepts. 

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. 

  • Service Desk Analyst

    5 days ago

    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 Client Services Analyst

    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...

  • Graduate Client Services Analyst

    Found in: Appcast UK C C2 - 1 week 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: Whatjobs ES C2 - 5 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

    7 days ago

    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: Appcast UK C2 - 1 week 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: Appcast Linkedin GBL 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...

  • Graduate Client Services Analyst

    Found in: Talent UK 2A 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...

  • Payment Services Analyst

    Found in: beBee S GB - 2 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...

  • 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...

  • Client Servicing Associate

    1 week ago

    Edinburgh, United Kingdom Clearwater Analytics Full time

    Job Summary: 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 analysts play a pivotal role in delivering...

  • Apprentice Service Desk Analyst

    2 weeks ago

    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...

  • 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

  • BI Analyst

    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

  • Performance Analytics

    17 hours ago

    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...

  • BI Analyst

    2 weeks ago

    Edinburgh, United Kingdom Lorien Full time

    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 Carbon60, Lorien & SRG - The Impellam Group STEM Portfolio are acting as an...

  • PMO Analyst

    1 week ago

    Edinburgh, United Kingdom Lorien Full time

    **PMO Analyst** Our client is looking for highly skilled PMO Analysts to join their Birmingham **or**Edinburgh based team for a 6 months initial contract. Skills required: - Financial Services background - PMO experience (must be able to complete standard PMO tasks such as management of Actions and RAID logs) - Full understanding and appreciation of...

  • Mi Analyst

    1 week ago

    Edinburgh, United Kingdom Lorien Full time

    **MI Analyst** Our client is looking for a highly skilled MI Analyst to join their Edinburgh based team on an initial 6 months contract. Key skills: - Assist with the production and on-going maintenance of detailed, accurate and consistent monthly reporting - Extract, interrogate and analyse data to support business decision making - Review processes,...

  • Business Analyst

    5 days ago

    Edinburgh, United Kingdom Lorien Full time

    Business Analyst Our Financial Services client is looking for a highly skilled Business Analyst to join their Edinburgh based team for a 6 months initial contract. **THIS ROLE SITS INSIDE IR35** - strong BA experience in a structured project delivery environment - Excellent writing and definition skills: Documentation, specification, context diagrams,...

  • Test Analyst

    17 hours ago

    Edinburgh, United Kingdom Lorien Full time

    **Test Analyst Edinburgh Primarily Home Working** Description of role Test analyst to support end-to-end testing and User Acceptance Testing of the clients new Service. **Essential Skills** - Strong SQL testing skills preferably in SQL 2019 - Writing simple and complex TSQL queries - Extensive ETL testing experience - Experience testing across multiple...