Client Servicing Analyst

Clearwater Analytics • Boise, ID

4d

About The Position

Client Servicing Analysts provide operational support to Clearwater’s global clients and build strong client relationships. They address inquiries related to investment and accounting matters, serving as a link between clients and internal teams. The role focuses on delivering prompt, precise, and comprehensive responses, efficiently resolving client issues, and helping clients become enthusiastic advocates of Clearwater.

Requirements

• Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• 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.
• Bachelor’s degree or higher in Accounting or a financial- or business-related field.

Nice To Haves

• Finance and/or accounting experience.

Responsibilities

• Manage client inquiries and requests on topics across investment accounting, asset classes, and financial markets.
• Deliver timely and accurate information regarding financial statements and analytics reporting.
• Complete operational tasks such as account setup, client lockdowns, compliance, and reconciliation validation.
• Work directly with clients to build valuable relationships and enhance their experience as Clearwater users.
• Validate investment data against available third-party market data sources and use proprietary internal tools to reconcile investment transactions.
• Navigate the 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 work to prioritize important or critical tasks.
• Take on team- and client-related long-term projects that may involve collaboration with other internal teams.

What This Job Offers

• Job Type: Full-time