Client Servicing & Investment Accounting Associate

Clearwater Analytics; Chicago, Northern (IL, KY); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics seeks a Client Servicing Associate in Chicago to provide top-tier operational support and build strong relationships with our global clients. You will address inquiries on investment accounting topics, deliver accurate statements, and support onboarding and ongoing servicing of accounts.

The role requires a bachelor’s degree in accounting or related field and 2+ years of finance/accounting experience, with strong communication and meticulous attention to detail.

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 2+ years of relevant experience.
• Strong accounting and finance knowledge with proficiency in financial statements and reporting.

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.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Client relationship management

Strong communication

Problem solving

Attention to detail

Organization

Education

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

Tools

Microsoft Office

Internal tools

Job description

Clearwater Analytics seeks a Client Servicing Associate in Chicago to provide top-tier operational support and build strong relationships with our global clients. You will address inquiries on investment accounting topics, deliver accurate statements, and support onboarding and ongoing servicing of accounts.

The role requires a bachelor’s degree in accounting or related field and 2+ years of finance/accounting experience, with strong communication and meticulous attention to detail.