Client Services Associate - Investment Accounting & Support

Clearwater Analytics; Boise (ID); On-site; USD 50,000 - 70,000; Full time

Job summary

Clearwater Analytics in Boise, Idaho, is seeking a Client Servicing Associate to provide operational support and develop strong client relationships. This role requires the ability to manage inquiries related to investment accounting and financial markets while ensuring that clients receive timely and accurate responses. Candidates should have a Bachelor's degree in Accounting or a related field and experience in finance or accounting, alongside strong problem-solving and communication skills.

Qualifications

• 1+ years of relevant experience in finance or accounting.
• Good understanding of financial statements and accounting concepts.

Responsibilities

• Manage client inquiries & requests across investment accounting.
• Deliver accurate information regarding Financial Statements & Analytics.
• Collaborate directly with clients to enhance their experience.

Skills

Understanding of investment accounting

Understanding of fixed income and equity investments

Strong computer skills (Microsoft Office)

Excellent attention to detail

Verbal and written communication skills

Strong organizational skills

Exceptional problem-solving abilities

Education

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

Job description

Clearwater Analytics in Boise, Idaho, is seeking a Client Servicing Associate to provide operational support and develop strong client relationships. This role requires the ability to manage inquiries related to investment accounting and financial markets while ensuring that clients receive timely and accurate responses. Candidates should have a Bachelor's degree in Accounting or a related field and experience in finance or accounting, alongside strong problem-solving and communication skills.