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    Graduate Client Services Analyst - Edinburgh, United Kingdom - Clearwater Analytics

    Clearwater Analytics
    Clearwater Analytics Edinburgh, United Kingdom

    Found in: Appcast UK C C2 - 1 day ago

    Default job background
    Technology / Internet
    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 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 financial markets.
    • 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.
    • Fluent French speaker

    Education and Experience:

    • Bachelor's degree or higher in Financial or Business-related field.

    What we offer:

    • Access to cutting edge investment reporting technology and expertise
    • Continual learning and growth opportunities
    • Defined and undefined career pathways allowing you to grow your own way
    • Team focused culture that promotes innovation and ownership
    • Competitive salary and benefits package inc. private medical and dental insurance, volunteer time off, discounted shares, discounted gym memberships
    • Volunteer Time Off to give back to the community
    • RSUs as well as employee stock purchase plan
    • Work from anywhere 3 weeks out of the year
    • Business casual atmosphere
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