Investment Client Success Associate

clearwateranalytics; Boise (ID); On-site; USD 60,000 - 80,000; Full time

Job summary

Clearwater Analytics in Boise, Idaho seeks a Client Servicing Associate to deliver top-tier operational support and foster strong client relationships. You will address inquiries on investment accounting, deliver timely financial statements, and coordinate with internal teams to resolve issues efficiently.

You will validate data against market sources, use proprietary internal tools for reconciliations, and support training of junior staff while maintaining high service standards.

Qualifications

• Bachelor's degree or higher in Accounting or Finance.
• 1+ year of relevant experience in accounting or finance.
• Strong understanding of investment accounting concepts.

Responsibilities

• Handle client inquiries across investment accounting topics and asset classes.
• Provide timely information on financial statements and analytics.
• Complete tasks like account setup, client lockdowns, compliance, and reconciliations.
• Collaborate with clients to build relationships and enhance their Clearwater experience.
• Validate investment data against market data sources and use internal tools to reconcile transactions.
• Navigate knowledge bases to proactively solve client queries with internal resources.
• Prioritize work based on productivity and quality metrics.
• Contribute to team and client projects with internal collaboration.
• Assist in training and coaching junior team members.

Skills

Investment accounting

Financial statements

Fixed income

Equity investments

Communication

Microsoft Office

Attention to detail

Documentation

Interpersonal skills

Problem solving

Education

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

Tools

Proprietary internal tools

Job description

Clearwater Analytics in Boise, Idaho seeks a Client Servicing Associate to deliver top-tier operational support and foster strong client relationships. You will address inquiries on investment accounting, deliver timely financial statements, and coordinate with internal teams to resolve issues efficiently.

You will validate data against market sources, use proprietary internal tools for reconciliations, and support training of junior staff while maintaining high service standards.