Investment Client Services Analyst

Clearwater Analytics, LLC; Boise (ID); On-site; USD 65,000 - 85,000; Full time

Job summary

Clearwater Analytics, LLC in Boise, Idaho seeks a Client Servicing Analyst to deliver operational support and build strong client relationships. You will address inquiries on investment accounting, analytics, and financial statements, acting as a bridge between clients and internal teams to ensure accurate, timely resolutions.

This role emphasizes attention to detail, effective communication, and collaboration with clients to enhance their experience as Clearwater users while meeting

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• Finance or accounting experience preferred.
• Strong writing and documentation skills.

Responsibilities

• Handle client inquiries on investment accounting topics.
• Provide timely information on financial statements and analytics.
• Perform account setup, client lockdowns, and reconciliations.
• Collaborate with clients to strengthen relationships.
• Use internal tools to reconcile investment transactions.
• Prioritize tasks based on productivity and quality metrics.

Skills

Investment accounting

Finance experience

MS Office

Attention to detail

Communication skills

Organizational skills

Problem solving

Education

Bachelor’s degree in Accounting/Finance

Tools

Internal tools

Job description

Clearwater Analytics, LLC in Boise, Idaho seeks a Client Servicing Analyst to deliver operational support and build strong client relationships. You will address inquiries on investment accounting, analytics, and financial statements, acting as a bridge between clients and internal teams to ensure accurate, timely resolutions.

This role emphasizes attention to detail, effective communication, and collaboration with clients to enhance their experience as Clearwater users while meeting