Lead Client Servicing Associate

Clearwater-Analytics-; Boise (ID); On-site; USD 60,000 - 85,000; Full time

Job summary

Clearwater Analytics in Boise, Idaho, is seeking a Client Servicing Analyst to deliver top-notch operational support and build strong client relationships. You will respond to inquiries on investment accounting, statements, and analytics, serving as a bridge between clients and internal teams.

You will validate data with market sources and use internal tools to resolve issues promptly and accurately. You will also assist in training junior staff, manage your daily workflow for productivity and

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business field.
• At least 2 years of relevant experience in finance or accounting.
• Strong attention to detail and documentation skills.
• Excellent verbal and written communication abilities.

Responsibilities

• Handle client inquiries on investment accounting and related topics.
• Provide timely, accurate information on financial statements and analytics.
• Complete tasks like account setup, client lockdowns, and reconciliation validation.
• Collaborate with clients to strengthen relationships and user experience.
• Validate investment data using third-party market sources and internal tools.
• Navigate knowledge bases to proactively resolve client queries.
• Assist in training and coaching junior staff; oversee their work.
• Manage workflow to meet productivity and quality metrics.

Skills

Investment accounting

Financial statements

Amortization

Interest income

Microsoft Office

Documentation

Communication

Problem-solving

Team collaboration

Education

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

Tools

Microsoft Office

Internal tools

Job description

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.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.