Client Servicing Analyst

2 weeks ago

Edinburgh, United Kingdom Clearwater Analytics Full time

This role provides a unique value proposition to support our Asset Management clients using CW's front-back office software solution. If you have an entrepreneurial spirit, are ready to build a five-star service offer and are eager to explore front-to-back servicing in an international team, apply today

This division is responsible for all delivery and projects to clients using our front-back office asset management platform. From portfolio and order management to performance, risk, and accounting, our solution is a seamless, full investment lifecycle platform that simplifies our clients' processes.

The unrivalled functional coverage of our solution will enable you to work on a wide range of issues:

Front Office: order placement, decision support... Middle Office: compliance, market risk monitoring, performance analysis, data management... Back Office: investment accounting

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:  

Base understanding on topics such as financial markets, investment accounting, asset management

Comfortable using Excel

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:  

Degree qualified in a discipline such as, or similar to; market finance, quantitative finance or information systems with finance

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