Client Experience Analyst — Investment Accounting

Clearwater Analytics; Boise, Northern (ID, KY); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Clearwater Analytics seeks a Client Servicing Analyst in Boise to provide operational support for global clients. You address inquiries on investment accounting topics, deliver prompt responses, and help resolve questions to drive client satisfaction.

Responsibilities include account setup, client lockdowns, compliance checks, and data validation against market data sources, using internal tools to reconcile investments. Strong communication and problem-solving are essential.

Qualifications

• Basic understanding of investment accounting, financial statements, amortization, interest income.
• Finance/accounting experience preferred.
• Strong documentation and written communication.
• Excellent attention to detail.
• Strong organizational and interpersonal skills.

Responsibilities

• Manage client inquiries & requests on topics across investment accounting and financial markets.
• Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
• Complete operational tasks such as account setup, client lockdowns, compliance, reconciliation validation.
• Collaborate with clients to build relationships and enhance their Clearwater experience.
• Validate investment data against third-party market data sources and use internal tools to reconcile transactions.
• Navigate knowledge base to proactively solve client queries.
• Manage workflow based on productivity and quality metrics.
• Take on team and client-related long-term projects with other internal teams.

Skills

Client service

Investment accounting basics

Data analysis

Communication

Problem solving

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

Job description

Clearwater Analytics seeks a Client Servicing Analyst in Boise to provide operational support for global clients. You address inquiries on investment accounting topics, deliver prompt responses, and help resolve questions to drive client satisfaction.

Responsibilities include account setup, client lockdowns, compliance checks, and data validation against market data sources, using internal tools to reconcile investments. Strong communication and problem-solving are essential.