- Implements change/transformation/advisory projects for our clients, working in conjunction with Client Services and Clearwater leadership teams.
- Hands-on configuration on Clearwater platform modules such as Accounting, Compliance, Risk, and Performance.
- Handles financial accounting and Investment statements with confidence, utilizing dashboards, report manager, formulas, advanced grouping, and filtering.
- Shares knowledge of designing and implementing training materials and Standard Operating Procedures (SOPs).
- Serves as a trusted client advocate and is on the path to becoming a confident client advisor as expertise develops.
- Good knowledge of investment accounting policies and procedures.
- Proven expertise in General Ledger systems and period-end close processes.
- Securities or financial markets experience, involving both vanilla and alternative assets.
- Knowledge in at least one specific market/regulatory regime (e.g. IFRS, GAAP, Solvency II)
- Excellent attention to detail and strong documentation skills.
- Certified Bachelors/Masters in Finance/Accounting or related field.
- 2+ years of relevant experience in a related field.
- Internal Candidates: Proven experience in Client Servicing and/or Onboarding teams in Clearwater.
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Client Services Consultant
Found in: Appcast UK C C2 - 4 days ago
Magnit Edinburgh, United KingdomWho We Are · Magnit is the evolution of work. Serving hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, ...
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Consultant Services Administrator
Found in: Jooble UK O C2 - 5 days ago
Magnit Edinburgh, United KingdomServing hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class ser ...
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Client Services Consultant
Found in: Jooble UK O C2 - 5 days ago
Magnit Edinburgh, United KingdomWho We Are · Magnit is the evolution of work. Serving hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by dat ...
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Consultant Services Administrator
Found in: Jooble UK O L C2 - 5 days ago
Magnit Edinburgh, United KingdomServing hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class ser ...
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Client Services Consultant
Found in: Jooble UK O L C2 - 5 days ago
Magnit Edinburgh, United KingdomWho We AreMagnit is the evolution of work. Serving hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, so ...
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Senior .NET Consultant – Managed Services
Found in: Talent UK C2 - 23 hours ago
Version 1 Edinburgh, United Kingdom Full timeJob Description · As a Senior Software Engineer/.NET Consultant in our Service Reliability Group, you will be working closely with a number of customers to maintain current applications, be involved in project work and have the ability to influence the direction of the clients. ...
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Beauty Sales Consultant
Found in: SonicJobs Direct Apply UK - 1 day ago
Estee Lauder Companies Edinburgh, United Kingdom Full timeThe globally recognised beauty brand, Estee Lauder Companies is seeking new people to join their team of Beauty consultants, based at Edinburgh Airport, in the all important Travel Retail division. · This is a wonderful opportunity to join the brand - the role involves selling a ...
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Medical Receptionist
Found in: SonicJobs Direct Apply UK - 2 days ago
YourGP Edinburgh, United Kingdom Full timeYourGP is a prestigious private GP practice with two clinics in Edinburgh; one based in the picturesque Dean Village area, and one in the New Town on Dundas Street. We offer a wide range of services, including but not limited to GP consultations, sexual health, complementary ther ...
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Sales Consultant
Found in: SonicJobs Direct Apply UK - 1 day ago
360 Resourcing Loanhead, United Kingdom Full timeWe are recruiting for a leading big ticket, big box retailer. We are seeking a dynamic and experienced Sales Consultant to join our team ideally from the Kitchen, Bedroom, Bathroom, Furniture, Electrical or Car Sales industry. · Responsibilities: · Drive sales through excellent c ...
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Reservations & Revenue Manager - Relocation - OTE 50K
Found in: SonicJobs Direct Apply UK - 2 days ago
Harrington-Leigh Associates Ltd Currie, United Kingdom Full timeI have a fantastic relocation possibility available in a Luxury focused, Boutique Hotel in a beautiful rural part of Scotland. · I`m keen to speak with Reservations & Revenue Managers who have a minimum of 4 or 5 Star hotel backgrounds. · Under the direction of the Hotel Manager ...
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Area Sales Manager Ventilation Products
Found in: SonicJobs Direct Apply UK - 1 day ago
Mitchell Maguire Bonnyrigg, United Kingdom Full timeArea Sales Manager – Ventilation Products · Job Title: Area Sales Manager – Ventilation Products · Industry Sector: HVAC, Ventilation Products, Ventilation Systems, Air Handling Units, Ventilation, Extract Fans, Ducting, Heat Recovery, Heat Recovery Units, Boilers, Fans, Attenua ...
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Business Travel Consultant hybrid Edinburgh
Found in: SonicJobs Direct Apply UK - 2 days ago
C&M Travel Recruitment Bonnyrigg, United Kingdom Full timeBusiness Travel Consultants - required for this expanding business travel company based in Edinburgh .This is a great opportunity to work for a leading corporate travel company , assisting clients with a variety of European and Worldwide flights, hotels and transfers , whilst off ...
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Floor Manager, Luxury Fragrance, Edinburgh
Found in: SonicJobs Direct Apply UK - 5 days ago
Retail Jobs UK Bonnyrigg, United Kingdom Full timeStore Manager, Concession Manager, Retail, Luxury, fragrance, Beauty, Cosmetics, Edinburgh · This is an amazing opportunity to join a beautiful luxury brand in an iconic location. · The ideal candidate must have lots of experience working within a consultative, luxury retail envi ...
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Assistant Manager, Luxury Retail, Edinburgh
Found in: SonicJobs Direct Apply UK - 1 day ago
Retail Jobs UK Bonnyrigg, United Kingdom Full timeAssistant Manager, Concession, Retail, Luxury, fragrance, Beauty, Cosmetics, Edinburgh · This is an amazing opportunity to join a beautiful luxury brand in an iconic location. · The ideal candidate must have lots of experience working within a consultative, luxury retail environm ...
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Retail Manager
Found in: SonicJobs Direct Apply UK - 4 days ago
The Recruitment Co. Bonnyrigg, United Kingdom Full timeResponsibilities: · Oversee day-to-day store operations · Process rapid delivery orders (less than 1-hour service), handle in-store orders, and manage requests from head office · Mix paint and maintain standards in-store and on machines · Assist with tasks related to our last-mil ...
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Senior Fraud Case Handler
Found in: SonicJobs Direct Apply UK - 2 days ago
CCA Recruitment Group Bonnyrigg, United Kingdom Full timeAs a Fraud Case Investigator within the Fraud Operations team your primary focus will be on safeguarding our customers and our institution. With hundreds of dedicated individuals working around the clock, we vigilantly monitor and address any suspicious activity on our customers' ...
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Home Care Quality Manager
Found in: SonicJobs Direct Apply UK - 1 day ago
Nurse Seekers Bonnyrigg, United Kingdom Full timeQuality Manager – Home Care · The Company · Our client is a well established Home Care company based in Edinburgh. The company is family run and offers highly regarded services to its clients in the city and across the Lothian region. · The Role · As Quality Manager you will be r ...
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Area Sales Manager Electrical Products
Found in: SonicJobs Direct Apply UK - 2 days ago
Mitchell Maguire Bonnyrigg, United Kingdom Full timeArea Sales Manager – Electrical Products · Job Title: Area Sales Manager – Electrical Products · Industry Sector: Electrical Products, Electrical Contractors, Electrical Wholesalers, Circuit Protection, Electrical Distributors, HVAC, Water Heaters, Smart Controls, Electric Heatin ...
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Home Care Nurse Manager
Found in: SonicJobs Direct Apply UK - 2 hours ago
Nurse Seekers Bonnyrigg, United Kingdom Full timeHome Care Nurse Manager - RGN · Nurse Seekers are excited to be working for a leading Home Care company who operate across Edinburgh and the Lothian region. Our client provides an outstanding level of care to their clients in their own homes. Their main goal is to enhance the liv ...
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Pensions Administration Team Leader
Found in: SonicJobs Direct Apply UK - 2 days ago
SNJ Recruitment Ltd Bonnyrigg, United Kingdom Full timePensions Administration Team Leader · Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a Pensions Administration Team Leader. This position is a permanent job and the client is looking for ambitious indiv ...
Professional Services Consultant - Edinburgh, United Kingdom - Clearwater Analytics
Description
Job Summary:
The Professional Services division is responsible for delivery of change/transformation/advisory services to existing clients on Clearwater's SaaS platform. We work in conjunction with Client Services to identify opportunities around value-added services to steady state clients and implement change projects for our clients.
A Professional Services Consultant works on a variety of client projects in Investment Accounting, General Ledger and Client Reporting. All client projects are billable via Professional Services fees and based on time & material or fixed fee billing. Typical examples of projects include data integration projects (changes to inbound/outbound feeds to CW), GL rebuild, accounting configuration changes, bespoke reports etc.
The Professional Services consultant is an integral part of a collaborative division spanning SMEs, team leads and program managers. Collaborating with client services, global delivery and R&D teams, they implement change management experience for our customers, and expediate delivery timeframe through scalable processes.
Responsibilities:
Required skills:
Education and Experience: