Client Service Analyst

Clearwater Analytics; Boise, Northern (ID, KY); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Clearwater Analytics is seeking a Client Service Analyst to provide exceptional operational support to its global client base from the Boise office. You will address inquiries on investment accounting topics, ensuring prompt, precise, and comprehensive responses that help clients become enthusiastic advocates of Clearwater.

The role emphasizes collaboration with internal teams, data validation against external sources, and adherence to productivity and quality metrics while managing multiple

Qualifications

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

Responsibilities

• Manage client inquiries & requests on 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 setup, client lockdowns, compliance, reconciliation validation.
• Collaborate with clients to build relationships and enhance their Clearwater user experience.
• Validate investment data against third-party market data sources and reconcile investment transactions.

Skills

Investment accounting

Financial statements

Attention to detail

Verbal & written communication

Microsoft Office

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

Job description

## Client Service AnalystApply: Office - Boise: Full time: Posted Today: R12320**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.