Client Servicing Analyst

Clearwater Analytics • Boise, ID

2d

About The Position

Client Servicing Analysts provide operational support to Clearwater’s global clients and help build strong client relationships. They address inquiries related to investment and accounting matters, coordinate with internal teams, and provide prompt, accurate, and comprehensive responses to resolve client issues and support a positive client experience.

Requirements

• Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Bachelor’s degree or higher in accounting or a finance- or business-related field.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Strong verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Nice To Haves

• Finance and/or accounting experience preferred.

Responsibilities

• Manage client inquiries and requests about investment accounting, asset classes, and financial markets.
• Provide 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 relationships and enhance their experience as Clearwater users.
• Validate investment data against available third-party market data sources and use internal tools to reconcile investment transactions.
• Use knowledge bases, documentation, internal tools, and other resources to proactively resolve client queries and problems.
• Manage workflow according to productivity and quality metrics, prioritizing high-importance or critical work.
• Participate in long-term team and client projects, which may involve collaboration with other internal teams.

What This Job Offers

• Job Type: Full-time