Investment Client Services Analyst

Clearwater Analytics, LLC; Illinois; On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

PTO

Parental leave

Medical leave

Job summary

Clearwater Analytics, LLC is seeking a Client Servicing Analyst to deliver top-tier operational support and foster strong client relationships with global clients. You will address inquiries on investment accounting, financial statements, and analytics, acting as a key link between clients and internal teams.

You will manage inquiries, validate data, and collaborate with internal teams to resolve complex issues while coaching junior staff and contributing to projects across the client base.

Qualifications

• Strong understanding of investment accounting and financial statements.
• Proficiency with amortization, interest income and related topics.
• Experience with finance/accounting and data verification.

Responsibilities

• Handle client inquiries across investment accounting, asset classes and markets.
• Provide timely, accurate information on financial statements and analytics reporting.
• Complete operational tasks like account setup and reconciliations; support client onboarding.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Documentation

Communication

Education

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

2+ years of relevant experience

Job description

Clearwater Analytics, LLC is seeking a Client Servicing Analyst to deliver top-tier operational support and foster strong client relationships with global clients. You will address inquiries on investment accounting, financial statements, and analytics, acting as a key link between clients and internal teams.

You will manage inquiries, validate data, and collaborate with internal teams to resolve complex issues while coaching junior staff and contributing to projects across the client base.