Clent Servicing Associate

Clearwater Analytics, LLC; Boise (ID); On-site; USD 42,000 - 66,000; Full time

Job summary

Clearwater Analytics, LLC is seeking Client Servicing Associates to provide operational support and build strong relationships with global clients. You will address inquiries on investment accounting, deliver timely information on financial statements, and complete tasks like account setup and reconciliation.

The role emphasizes proactive problem-solving and high-quality client service. The position is based in Boise, Idaho, offering opportunities to engage with diverse clients across global

Qualifications

• Bachelor’s degree in Accounting or Financial/Business-related field.
• 1+ years of relevant experience.
• Strong understanding of investment accounting concepts and financial statements.

Responsibilities

• Manage client inquiries across investment accounting topics and financial markets.
• Deliver accurate information regarding Financial Statements & Analytics Reporting.
• Complete operational tasks such as account setup and reconciliations.
• Collaborate with clients to build relationships and enhance their Clearwater experience.
• Validate investment data against third-party sources and internal tools.

Skills

Investment accounting understanding

Financial statements

Amortization

Interest income

Microsoft Office

Attention to detail

Written and verbal communication

Organizational & interpersonal skills

Problem-solving

Education

Bachelor’s degree in Accounting or related field

Tools

Microsoft Office

Job description

Client Servicing Associates 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.

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.
• Assist in training and coaching more junior team members.

Required Skills

• Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Intermediate understanding of fixed income and equity investments.
• 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.

Education and Experience

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 1+ years of relevant experience.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description,