Client Servicing Analyst

Clearwater Analytics • Boise, ID

18d

About The Position

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.

Requirements

• Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
• Finance and/or accounting experience preferred
• 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 Financial/Business- related field.

Nice To Haves

• Finance and/or accounting experience preferred

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

Benefits

• Business casual atmosphere in a flexible working environment
• Team focused culture that promotes innovation and ownership
• Access cutting edge investment reporting technology and expertise
• Defined and undefined career pathways allowing you to grow your own way
• Competitive medical, dental, vision, and life insurance benefits
• Maternity and paternity leave
• Personal Time Off and Volunteer Time Off to give back to the community
• RSUs as well as employee stock purchase plan and 401k with match
• Work from anywhere 3 weeks out of the year
• Work from home Fridays

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1,001-5,000 employees