Client Service Analyst: Investment Ops & Client Relations

Clearwater Analytics (CWAN); Chicago (IL); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

Short/Long-term disability

Job summary

Clearwater Analytics is seeking a Client Servicing Analyst to provide top-tier operational support to our global clients across investment accounting and financial reporting. You will address inquiries on statements, analytics, and investment data, acting as a bridge between clients and internal teams to resolve issues efficiently.

The role emphasizes accuracy, proactive problem solving, and building strong client relationships while contributing to high-volume, quality-driven workflows.

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 2+ years of relevant experience in finance/accounting.
• Strong communication, attention to detail, and organizational skills.

Responsibilities

• Handle client inquiries on investment accounting topics and deliver accurate responses.
• Assist in account setup, client lockouts, reconciliations, and data validation.
• Collaborate with clients and internal teams to resolve complex queries.
• Train and coach junior staff.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Microsoft Office

Communication skills

Attention to detail

Problem solving

Organizational skills

Education

Bachelor’s degree in Accounting or Financial/Business-related field

Tools

Proprietary internal tools

Job description

Clearwater Analytics is seeking a Client Servicing Analyst to provide top-tier operational support to our global clients across investment accounting and financial reporting. You will address inquiries on statements, analytics, and investment data, acting as a bridge between clients and internal teams to resolve issues efficiently.

The role emphasizes accuracy, proactive problem solving, and building strong client relationships while contributing to high-volume, quality-driven workflows.