Investment Client Services Analyst

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

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