Investment Client Services Analyst

Clearwater Analytics; Boise, Northern (ID, KY); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Clearwater Analytics is seeking a Client Service Analyst to provide exceptional operational support to its global client base from the Boise office. You will address inquiries on investment accounting topics, ensuring prompt, precise, and comprehensive responses that help clients become enthusiastic advocates of Clearwater.

The role emphasizes collaboration with internal teams, data validation against external sources, and adherence to productivity and quality metrics while managing multiple

Qualifications

• Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
• Finance or accounting experience preferred.
• Strong computer skills, including proficiency in Microsoft Office.
• Excellent attention to detail and strong documentation skills.
• Outstanding verbal and written communication 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 with clients to build relationships and enhance their Clearwater user experience.
• Validate investment data against third-party market data sources and reconcile investment transactions.

Skills

Investment accounting

Financial statements

Attention to detail

Verbal & written communication

Microsoft Office

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Office

Job description

Clearwater Analytics is seeking a Client Service Analyst to provide exceptional operational support to its global client base from the Boise office. You will address inquiries on investment accounting topics, ensuring prompt, precise, and comprehensive responses that help clients become enthusiastic advocates of Clearwater.

The role emphasizes collaboration with internal teams, data validation against external sources, and adherence to productivity and quality metrics while managing multiple