Lead Client Servicing Associate

Clearwater Analytics • Boise, ID

2d

About The Position

Client Servicing Analysts provide operational support and build relationships with Clearwater’s global clients. They address inquiries related to investment and accounting matters, connecting clients with internal teams and delivering prompt, precise, and comprehensive responses. The role aims to efficiently resolve client issues and foster positive client experiences.

Requirements

• Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Familiarity with accounting, compliance, risk, and performance reports.
• Intermediate understanding of fixed-income and equity investments.
• Prior experience in finance and/or accounting.
• 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.
• At least 2 years of relevant experience.

Nice To Haves

• Basic knowledge of alternative security types.

Responsibilities

• Manage client inquiries and requests across 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 the knowledge base, documentation, internal tools, and other resources to proactively resolve client queries and problems.
• Manage workflow using productivity and quality metrics, prioritizing high-importance or critical work.
• Participate in long-term team and client projects, including projects involving collaboration with other internal teams.
• Handle complex client queries.
• Assist in training, developing, and coaching junior staff members, and oversee their work.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior