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Clearwater Analytics
Edinburgh
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
Job Source: Clearwater AnalyticsSearch
Lasswade
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Job Source: SearchOCS Group UK
Baberton
Job Reference: TS/DF/25-03/1121/1 Job Title: Energy and CSR Analyst (Graduate) Location: Edinburgh Hours per week: Monday to Friday, 37.5 hours per week Business Overview Atalian Servest and OCS have merged to create a new organisation, the OCS Group UK & Ireland. We are a leading facilities management company providing a range of both standal
Job Source: OCS Group UKOCS
Edinburgh
Job Reference: TS/DF/25-03/1121/1 Job Title: Energy and CSR Analyst (Graduate) Location: Edinburgh Hours per week: Monday to Friday, 37.5 hours per week Business Overview Atalian Servest and OCS have merged to create a new organisation, the OCS Group UK & Ireland. We are a leading facilities management company providing a range of both standalone a
Job Source: OCSEdinburgh, 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 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
Graduate Client Services Analyst (French-Speaker) jobs in Edinburgh, Scotland, United Kingdom
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