Client Servicing Associate

Clearwater Analytics; Boise (ID); On-site; USD 50,000 - 70,000; Full time

Job summary

Clearwater Analytics is seeking a Client Servicing Analyst to provide superior operational support and foster strong relationships with global clients. You will address inquiries on investment accounting matters, serving as a bridge between clients and internal teams to resolve issues efficiently and turn clients into advocates.

Responsibilities include handling inquiries across investment accounting, delivering Accurate Financial Statements & Analytics, and assisting in training junior staff

Qualifications

• Bachelor's degree in Accounting or related field (required).
• 2+ years of relevant experience in finance or accounting.
• Strong communication and documentation skills.

Responsibilities

• 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 setup, client lockdowns, compliance, reconciliation validation.
• Collaborate directly with clients to build relationships and enhance their experience with Clearwater.
• 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 and problems.
• Manage workflow based on productivity and quality metrics; prioritize critical work.
• Take on team and client projects, possibly collaborating with other internal teams.
• Address more complex client queries and assist in training junior staff.

Skills

Investment accounting

Financial statements

Fixed income & equity

Finance background

MS Office

Communication skills

Education

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

Tools

Excel

Internal tools

Job description

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.

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+ years of relevant experience.