Lead Client Servicing Associate

Clearwater Analytics, Ltd; Boise (ID); On-site; USD 50,000 - 70,000; Full time

Job summary

Clearwater Analytics, Ltd is looking for a Lead Client Servicing Associate in Boise, Idaho. This role focuses on delivering excellent operational support and managing client inquiries related to investment accounting and financial reporting.

The ideal candidate will have a Bachelor’s degree in Accounting or a related field and at least 2 years of relevant experience. Responsibilities include managing client requests, ensuring timely information delivery, and contributing to team projects. Strong communication and problem-solving skills are essential.

Qualifications

• Strong understanding of financial statements and investment accounting.
• Proficient in Microsoft Office and investment data analysis.
• 2+ years of relevant experience in finance and/or accounting.

Responsibilities

• Manage client inquiries on investment accounting and financial markets.
• Deliver timely info on financial statements and analytics.
• Complete operational tasks like account setup and compliance validation.
• Build relationships with clients to enhance their experience.
• Train and oversee junior staff members.

Skills

Investment accounting knowledge

Communication skills

Problem-solving abilities

Attention to detail

Microsoft Office proficiency

Education

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

Job description

## Lead Client Servicing AssociateApplylocations: Office - Boisetime type: Full timeposted on: Posted Todayjob requisition id: R3346-2Lead Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.**Responsibilities:*** Manage client inquiries & requests on various 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 set up, 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 navigates 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.**Required Skills:*** Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.* Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.* Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.* Prior experience in finance and/or accounting.* Strong computer skills, including proficiency in Microsoft Office.* Excellent attention to detail and strong documentation skills.* Outstanding verbal and written communication skills.* Strong organizational and interpersonal skills.* Exceptional problem-solving abilities.**Education and Experience:*** Bachelor’s degree or higher in Accounting or Financial/Business-related field.* 2+ years of relevant experience.