Lead Client Servicing Associate

Clearwater Analytics•Boise, ID

2d•$60,000 - $85,000

About The Position

Client Servicing Analysts provide operational support to Clearwater’s global clients and foster strong client relationships. They address inquiries related to investment and accounting matters, acting as a link between clients and internal teams. The role focuses on providing prompt, accurate, and comprehensive responses and efficiently resolving client issues while helping clients become advocates of Clearwater. The position handles a range of operational and client-service responsibilities, including client inquiries, financial reporting information, account setup, compliance, reconciliation validation, and investment-data validation. It also involves managing complex queries and projects, prioritizing work against productivity and quality metrics, and supporting the training, development, and oversight of junior staff.

Requirements

Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offerings of 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.
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 internal tools to reconcile investment transactions.
Use knowledge-base 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.
Take on team- and client-related long-term projects, which may involve collaboration with other internal teams.
Handle complex client queries.
Assist in training, developing, and coaching junior staff, and oversee their work.