Client Services & Investment Analytics Analyst

Clearwater Analytics, LLC; Boise (ID); On-site; USD 48,000 - 72,000; Full time

Job summary

Clearwater Analytics, LLC seeks a Client Servicing Analyst to provide top-tier operational support and nurture relationships with global clients. You will address inquiries on investment accounting topics, act as a bridge between clients and internal teams, and deliver prompt, precise responses to drive issue resolution and client advocacy.

In this role you will work with data, statements, and analytics, utilizing internal tools to reconcile transactions, support onboarding, and ensure smooth

Qualifications

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

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.

Skills

Client relations

Communication

Attention to detail

Problem solving

Team collaboration

Education

Bachelor's degree in Accounting or related field

Finance/Accounting experience preferred

Tools

Microsoft Office

Internal tools

Job description

Clearwater Analytics, LLC seeks a Client Servicing Analyst to provide top-tier operational support and nurture relationships with global clients. You will address inquiries on investment accounting topics, act as a bridge between clients and internal teams, and deliver prompt, precise responses to drive issue resolution and client advocacy.

In this role you will work with data, statements, and analytics, utilizing internal tools to reconcile transactions, support onboarding, and ensure smooth