Client Servicing Analyst — 2026 Graduates Welcome

Clearwater Analytics, LLC; Boise (ID); On-site; USD 52,000 - 75,000; Full time

Job summary

Clearwater Analytics, LLC is seeking a Client Servicing Analyst to deliver top-tier operational support for global clients. You will address inquiries on investment accounting and related statements, acting as the bridge between clients and internal teams.

You will build strong client relationships, resolve issues efficiently, and contribute to a high-quality client experience through proactive communication and precise documentation.

Qualifications

• Bachelor’s degree in Accounting or related field.
• Finance/accounting experience preferred.
• Strong computer skills and Microsoft Office proficiency.
• Excellent attention to detail and communication skills.

Responsibilities

• Handle client inquiries on investment accounting and financial topics.
• Provide timely, accurate information on financial statements.
• Perform account setup, client lockdowns, and reconciliations.
• Collaborate with clients to improve their Clearwater experience.
• Validate investment data with third-party sources and internal tools.
• Utilize knowledge base and internal resources to resolve queries.
• Prioritize work based on productivity and quality metrics.
• Participate in long-term projects with other teams.

Skills

Investment accounting basics

Financial statements

Microsoft Office

Attention to detail

Verbal and written communication

Organizational skills

Problem-solving

Education

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

Tools

Proprietary internal tools

Job description

Clearwater Analytics, LLC is seeking a Client Servicing Analyst to deliver top-tier operational support for global clients. You will address inquiries on investment accounting and related statements, acting as the bridge between clients and internal teams.

You will build strong client relationships, resolve issues efficiently, and contribute to a high-quality client experience through proactive communication and precise documentation.