Client Servicing Analyst

Clearwater Analytics, LLC; Chicago (IL); On-site; USD 48,000 - 62,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics, LLC is seeking Client Servicing Analysts to deliver top‑notch operational support for our global clients. You will address inquiries related to investment accounting and collaborate with internal teams to resolve issues efficiently, turning clients into enthusiastic advocates of Clearwater.

You will need a Bachelor’s degree in Accounting or related field, strong MS Office skills, and excellent written and verbal communication.

Qualifications

• Bachelor’s degree or higher in Accounting or related field.
• Finance or accounting experience preferred.
• Strong attention to detail and documentation skills.
• Excellent verbal and written communication.

Responsibilities

• Manage client inquiries & requests across investment accounting, asset classes and financial markets.
• Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
• Complete operational tasks such as account setup, client lockdowns, compliance, and reconciliation validation.
• Collaborate directly with clients to build relationships and enhance their experience.
• Validate investment data against third‑party market data sources and use internal tools to reconcile transactions.
• Navigate knowledge base and documentation to proactively solve client queries.
• Manage workflow based on productivity and quality metrics; prioritize critical work.

Skills

Investment accounting

Finance experience

Microsoft Office

Attention to detail

Written & verbal communication

Organization

Problem solving

Education

Bachelor’s degree in Accounting or related field

Tools

Microsoft Office

Job description

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, and 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 demonstrate 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.

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 a Financial/Business‑related field.

Salary Range

$48,000.00 – $62,000.00. This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job‑related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time.

Benefits

• Health, vision, and dental insurance
• 401(k)
• PTO
• Parental leave
• Medical leave
• STD/LTD insurance benefits

Equal Opportunity/Affirmative Action Employer

Clearwater Analytics is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other federally protected class.