Client Servicing Analyst

Clearwater Analytics; Boise (ID); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Clearwater Analytics in Boise, ID is seeking a Client Servicing Analyst to deliver exceptional operational support to our global clients. You will address inquiries across investment accounting, asset classes, and financial markets, acting as a bridge between clients and internal teams to ensure timely, accurate, and comprehensive responses.

The role requires a foundation in accounting or finance, strong written and verbal communication, meticulous attention to detail, and proficiency with

Qualifications

• 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.

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 navigate 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

Investment accounting understanding

Finance/accounting experience

MS Office proficiency

Attention to detail

Written and verbal communication

Organizational skills

Problem-solving abilities

Client relationship skills

Education

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

Tools

Microsoft Office

Job description

## Client Servicing AnalystApply: Office - Boise: Full time: Posted Today: R12362**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.