Client Service Analyst

Clearwater Analytics, LLC; Boise (ID); On-site; USD 65,000 - 85,000; Full time

Job summary

Clearwater Analytics, LLC in Boise, Idaho seeks a Client Servicing Analyst to deliver operational support and build strong client relationships. You will address inquiries on investment accounting, analytics, and financial statements, acting as a bridge between clients and internal teams to ensure accurate, timely resolutions.

This role emphasizes attention to detail, effective communication, and collaboration with clients to enhance their experience as Clearwater users while meeting

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• Finance or accounting experience preferred.
• Strong writing and documentation skills.

Responsibilities

• Handle client inquiries on investment accounting topics.
• Provide timely information on financial statements and analytics.
• Perform account setup, client lockdowns, and reconciliations.
• Collaborate with clients to strengthen relationships.
• Use internal tools to reconcile investment transactions.
• Prioritize tasks based on productivity and quality metrics.

Skills

Investment accounting

Finance experience

MS Office

Attention to detail

Communication skills

Organizational skills

Problem solving

Education

Bachelor’s degree in Accounting/Finance

Tools

Internal tools

Job description

Job Summary: Client Servicing Analysts 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.

Required Skills

• Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• 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.

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, we encourage you to still apply! You may be just what we're looking for.