Client Servicing Associate

Clearwater Analytics (CWAN); Boise (ID); On-site; USD 55,000 - 75,000; Full time

Job summary

Clearwater Analytics seeks a Client Servicing Analyst to deliver top-tier operational support and build strong client relationships. You will address inquiries relating to investment accounting, financial statements, and analytics reporting, serving as the bridge between clients and internal teams.

You will manage client inquiries, validate data, and support training for junior staff, with a bachelor’s degree in accounting/finance and 1+ years of relevant experience preferred.

Qualifications

• Bachelor's degree in Accounting or related field required.
• 1+ years of relevant finance/accounting experience preferred.
• Strong understanding of investment accounting and financial statements.

Responsibilities

• Manage client inquiries on topics across investment accounting and financial markets.
• Deliver timely, accurate information regarding Financial Statements & Analytics Reporting.
• Complete operational tasks such as account setups and reconciliations.
• Collaborate with clients and internal teams to enhance client experience.
• Validate investment data against third-party sources and internal tools.
• Navigate knowledge bases to proactively resolve client queries.
• Prioritize work based on productivity and quality metrics.
• Contribute to training and coaching of junior staff.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Accounting concepts

Microsoft Office

Attention to detail

Documentation

Verbal communication

Written communication

Organizational skills

Interpersonal skills

Problem-solving

Fixed income

Equities

Alternative investments

Finance experience

Accounting experience

Education

Bachelor's degree in Accounting or Financial/Business

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, 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.1+ years of relevant experience.