Clent Servicing Associate

Clearwater Analytics; Boise (ID); On-site; USD 50,000 - 65,000; Full time

Job summary

Clearwater Analytics is seeking Client Servicing Associates to provide top-tier operational support and build strong relationships with global clients. You will address inquiries across investment accounting topics and serve as a bridge between clients and internal teams.

The role emphasizes timely, accurate responses, data validation against market sources, and collaboration with clients to improve their experience with Clearwater.

Qualifications

• Bachelor’s degree or higher in Accounting or a related field.
• 1+ years of relevant experience in accounting or investment operations.
• Strong understanding of investment accounting concepts and financial statements.
• Excellent attention to detail and documentation skills.
• Strong verbal and written communication skills.

Responsibilities

• Manage client inquiries related to investment accounting and financial statements.
• Deliver timely and accurate information regarding statements and analytics.
• Complete operational tasks such as account setup and reconciliations.
• Collaborate with clients to strengthen relationships and user experience.
• Utilize internal tools to reconcile investment data and resolve queries.
• Navigate knowledge base to proactively solve client questions.
• Prioritize workload based on productivity and quality metrics.
• Contribute to team and client projects and coach junior members.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Fixed income

Equity investments

MS Office

Detail-oriented

Verbal communication

Organization

Education

Bachelor’s degree in Accounting or related field

1+ years of relevant experience

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.