Investment Client Success Analyst

clearwateranalytics; Chicago (IL); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health, vision, and dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking a Client Servicing Analyst to deliver top-notch operational support for our global clients. You will address inquiries on investment accounting topics, provide timely financial statements and analytics, and help with account setup, compliance, and reconciliations.

You will collaborate with clients to strengthen relationships, validate data against market sources, and use internal tools to resolve complex queries.

Qualifications

• Bachelor's degree or higher in Accounting or Financial/Business-related field.
• 2+ years of relevant experience.

Responsibilities

• Manage client inquiries on 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 valuable relationships and enhance their experience as a Clearwater user.
• Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
• Effectively navigate through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
• Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
• Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
• Deal with some of the more complex client queries.
• Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Accounting concepts

Microsoft Office

Attention to detail

Communication skills

Organizational skills

Problem solving

Team collaboration

Education

Bachelor's degree in Accounting

Finance/Business background

Job description

Clearwater Analytics is seeking a Client Servicing Analyst to deliver top-notch operational support for our global clients. You will address inquiries on investment accounting topics, provide timely financial statements and analytics, and help with account setup, compliance, and reconciliations.

You will collaborate with clients to strengthen relationships, validate data against market sources, and use internal tools to resolve complex queries.