JAKE PATEL
Edinburgh,UK
Summary
A motivated finance and accounting graduate with experience working with clients within the insurance sector. Proven ability to manage client relationships, resolve complex issues, and contribute to process improvements in fast-paced environments. Strong communication and leadership skills developed through both professional experience and serving as president of Otago University's Finance and Accounting society. Currently pursuing the CFA Level I qualification, demonstrating a commitment to continuous professional development and a long-term career in finance.
Overview
2
2
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work history
Client Servicing Associate
Clearwater Analytics
Edinburgh
2025.07 - 2026.04
- Coordinated meetings, ensured smooth operation of daily activities.
- Worked on special projects as assigned leading to successful completion before deadlines.
- Assisted colleagues for better team collaboration.
- Supported senior staff members during busy periods resulting in efficient workflow.
Client Service Analyst
Clearwater Analytics
Edinburgh
2024.07 - 2025.07
- Participated in training sessions actively to enhance skill set.
- Strengthened client relationships by providing exceptional service.
- Conducted thorough follow-ups on all outstanding issues, ensuring their prompt closure.
- Improved client satisfaction with diligent problem-solving skills.
Education
Bachelor of Commerce - Finance and Accounting
University of Otago
New Zealand 2021.02 - 2023.12
Skills
- Effective communication
- Leadership
- Teamwork and collaboration
- Time management
- Problem solving
- Client servicing
- Data analysis
- Excel, SQL, and AI utilisation
Certification
- CFA candidate - I am currently working towards obtaining my CFA level 1 certificate
Timeline
Client Servicing Associate
Clearwater Analytics
2025.07 - 2026.04
Client Service Analyst
Clearwater Analytics
2024.07 - 2025.07
Bachelor of Commerce - Finance and Accounting
University of Otago
2021.02 - 2023.12