Client Success & Investment Operations Associate

clearwateranalytics; Boise (ID); On-site; USD 60,000 - 85,000; Full time

Job summary

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.

Qualifications

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

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 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.

Skills

Investment accounting

Client relationship management

Financial statements

Communication skills

Attention to detail

Microsoft Office

Education

Bachelor's degree in Accounting or Finance

Tools

Microsoft Office

Job description

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.