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Cross Resourcing
Edinburgh
Job Description Private Client Associate 3-6 PQE Edinburgh I am working on an excellent Private Client Associate opportunity in Edinburgh. My client is a very reputable innovative law firm that works with multinational companies, small businesses, families, and individuals in numerous sectors across Scotland, England and beyond. You will join
Job Source: Cross ResourcingCross Resourcing
Edinburgh, Scotland, United Kingdom
Private Client Associate 3-6 PQE Edinburgh I am working on an excellent Private Client Associate opportunity in Edinburgh. My client is a very reputable innovative law firm that works with multinational companies, small businesses, families, and individuals in numerous sectors across Scotland, England and beyond. You will join one of the forem
Job Source: Cross ResourcingRMK Talent Solutions - 0131 220 9041
Linlithgow, Scotland, United Kingdom
Position: Client Service Executive (hybrid) If you are passionate about exceptional client service and have an eye for detail, then we would like to hear from you. Due to our continued success, we are growing our team and seek a talented client support executive whose primary responsibility is taking charge on all existing client communication and
Job Source: RMK Talent Solutions - 0131 220 9041Magnit
Edinburgh, Scotland, United Kingdom
Who 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, software, intelligence, and best-in-class services team is key to our
Job Source: MagnitClearwater Analytics
Edinburgh, Scotland, United Kingdom
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 de
Job Source: Clearwater AnalyticsFrench Selection UK
Dunfermline
FRENCH SELECTION UK French speaking Customer Service Associate Customer Service, Customer Support, Customer Advisor, Administration, Customer Relations, Queries, Office Administration, Problem solving, Inbound calls, Logistics, Supply Chain, Sales Support, Operations, French Salary: up to £30,000 p.a. + Benefits Location: Rosyth, Scotland At commu
Job Source: French Selection UKFrench Selection UK
Dunfermline
FRENCH SELECTION UK French speaking Customer Service Associate Salary: up to £30,000 p.a. + Benefits Location: Rosyth, Scotland At commutable distance from: Edinburgh, Glasgow, Dundee, Perth, Stirling, Falkirk, Kirkcaldy, Scotland Ref: 8125FCS VIEW JOB DESCRIPTION > APPLY NOW: Please visit the French Selection UK website, vacancies section, search
Job Source: French Selection UKPertemps Scotland
Edinburgh
Role : Solicitor - Private Client Location : Edinburgh Salary : £36,000-£70,000 DOEPertemps are recruiting a Private Client Solicitor to work with our Edinburgh based client. Responsibilities : Manage a diverse caseload of private client matters, including wills, estate planning, and power of attorney. Provide expert legal advice to clients, ensu
Job Source: Pertemps ScotlandEdinburgh, Scotland, United Kingdom
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 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.
Assist in training and coaching more junior team members.
Required Skills:
Finance and/or accounting experience preferred.
Intermediate understanding of fixed income and equity investments.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organisational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor’s degree or higher in Accounting or Financial/Business-related field.
1+ years of relevant experience.
About Clearwater Analytics:
Clearwater Analytics (NYSE: CWAN), a global, industry-leading SaaS solution, automates the entire investment lifecycle. With a single instance, multi-tenant architecture, Clearwater offers award-winning investment portfolio planning, performance reporting, data aggregation, reconciliation, accounting, compliance, risk, and order management. Each day, leading insurers, asset managers, corporations, and governments use Clearwater’s trusted data to drive efficient, scalable investing on more than $6.4 trillion in assets spanning traditional and alternative asset types.
Our mission: To be the world’s most trusted and comprehensive technology platform that simplifies the entire investment lifecycle and eventually revolutionizes the world of investing.
Client Servicing Associate jobs in Edinburgh, Scotland, United Kingdom
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