Client Servicing Analyst

Clearwater Analytics; Boise, Northern (ID, KY); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Clearwater Analytics seeks a Client Servicing Analyst in Boise to provide operational support for global clients. You address inquiries on investment accounting topics, deliver prompt responses, and help resolve questions to drive client satisfaction.

Responsibilities include account setup, client lockdowns, compliance checks, and data validation against market data sources, using internal tools to reconcile investments. Strong communication and problem-solving are essential.

Qualifications

• Basic understanding of investment accounting, financial statements, amortization, interest income.
• Finance/accounting experience preferred.
• Strong documentation and written communication.
• Excellent attention to detail.
• Strong organizational and interpersonal skills.

Responsibilities

• Manage client inquiries & requests on topics across investment accounting 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 experience.
• Validate investment data against third-party market data sources and use internal tools to reconcile transactions.
• Navigate knowledge base to proactively solve client queries.
• Manage workflow based on productivity and quality metrics.
• Take on team and client-related long-term projects with other internal teams.

Skills

Client service

Investment accounting basics

Data analysis

Communication

Problem solving

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

Job description

## Client Servicing AnalystApply: Office - Boise: Full time: Posted Today: R12364**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.