Client Success Analyst - Investment Accounting

Clearwater Analytics; Boise (ID); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Clearwater Analytics seeks a Client Servicing Associate in Boise to deliver top-tier operational support and foster strong client relationships. You will address inquiries on investment accounting, financial statements, and analytics reporting, ensuring rapid and accurate responses that turn clients into advocates.

Responsibilities include account setup, compliance tasks, data validation, and collaboration with internal teams.

Qualifications

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

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 with clients to build relationships and enhance the Clearwater experience.
• Validate investment data against third-party market data sources and use internal tools to reconcile transactions.
• Navigate knowledge bases to proactively solve client queries and problems.
• Organize daily work based on productivity and quality metrics.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Microsoft Office

Attention to detail

Verbal and written communication

Organization

Client relationship

Education

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

Tools

Proprietary internal tools

Job description

Clearwater Analytics seeks a Client Servicing Associate in Boise to deliver top-tier operational support and foster strong client relationships. You will address inquiries on investment accounting, financial statements, and analytics reporting, ensuring rapid and accurate responses that turn clients into advocates.

Responsibilities include account setup, compliance tasks, data validation, and collaboration with internal teams.