Lead Client Servicing Associate (Investment Accounting)

Location: Office - Edinburgh, United Kingdom

Company

hirify.global provides investment accounting, financial data, and analytics solutions for global clients.

What you will do

• Manage client inquiries and requests across investment accounting, asset classes, and financial markets.
• Provide timely and accurate information related to financial statements and analytics reporting.
• Complete operational tasks including account setup, client lockdowns, compliance activities, and reconciliation validation.
• Collaborate directly with clients to build relationships and improve their experience with Clearwater products.
• Validate investment data against third-party market data and use internal tools to reconcile investment transactions.
• Prioritize workflows using productivity and quality metrics while contributing to long-term team and client projects.

Requirements

• Good understanding of investment accounting, financial statements, amortization, interest income, and related accounting concepts.
• Finance or accounting experience is preferred.
• Bachelor’s degree or higher in Accounting or a financial or business-related field.
• 2+ years of relevant experience.
• Strong computer skills, including proficiency with Microsoft Office.
• Excellent communication, documentation, organizational, interpersonal, attention-to-detail, and problem-solving skills.

Culture & Benefits

• Full-time office-based work in Edinburgh.
• Direct collaboration with global clients and internal teams.
• Work is organized around productivity, quality, prioritization, and client service outcomes.