Client Servicing Associate

clearwateranalytics; Boise (ID); Vor Ort; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

Clearwater Analytics seeks a Client Servicing Analyst to deliver top-tier operational support for our global clients in the investment accounting space. You will handle inquiries, provide timely responses, and act as a bridge between clients and internal teams to ensure high satisfaction.

You will build relationships, resolve complex questions, and contribute to process improvements while working with proprietary tools and stakeholders across the organization.

Qualifikationen

• Bachelor's degree or higher in Accounting or Finance.
• 2+ years of relevant experience in finance or accounting.

Aufgaben

• Manage client inquiries & requests on 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 relationships and enhance their Clearwater user experience.
• Validate investment data using third-party market data sources and internal reconciliation tools.
• Navigate knowledge bases and internal resources to proactively resolve client queries.

Kenntnisse

Investment accounting

Client relationship management

Financial statements

Communication skills

Attention to detail

Microsoft Office

Ausbildung

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Jobbeschreibung

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 .
• Deal with some of the more complex client queries .
• Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work .

Required Skills

• Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts .
• Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports .
• Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred .
• Prior experience in finance and/or accounting .
• 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.
• 2+ y ears of relevant experience .