Lead Client Servicing Associate

clearwateranalytics; Boise (ID); On-site; USD 62,000 - 85,000; Full time

Benefits offered by this job

Equity / stock options

Job summary

Clearwater Analytics seeks a Client Servicing Analyst to deliver top-tier operational support to global clients, addressing inquiries on investment accounting and financial statements, and acting as a critical link between clients and internal teams.

You will handle account setups, reconciliations, and data validation, demonstrate attention to detail, and contribute to process improvements while building trusted relationships with Clearwater users.

Qualifications

• Bachelor's degree in Accounting or Financial/Business-related field.
• 2+ years of relevant experience in finance or accounting.
• Strong attention to detail and accurate documentation.

Responsibilities

• Manage client inquiries and requests 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 relationships and enhance their Clearwater experience.
• Validate investment data against third-party market data sources and reconcile transactions using internal tools.
• Navigate knowledge base and documentation to proactively solve client queries and problems.
• Prioritize high-importance work based on productivity and quality metrics.
• Take on team and client projects with cross-team collaboration.
• Assist in training and coaching junior staff and oversee their work.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Accounting concepts

Microsoft Office

Documentation

Communication

Interpersonal skills

Problem solving

Education

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

Tools

Internal tools

Job description

• 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+ y ears of relevant experience .
• Salary Range: $62,000 - $85,000 DOE

• Equity / stock options

Additional Information

Job Summary: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.

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