Lead Client Servicing Associate

Clearwater Analytics (CWAN); Boise (ID); Presencial; USD 65 000 - 95 000; Tempo integral

Resumo da oferta

Clearwater Analytics (CWAN) is seeking Client Servicing Analysts in Boise, Idaho to provide top-tier operational support and build strong client relationships. You will address inquiries about investment accounting, financial statements, and analytics reporting, acting as the bridge between clients and internal teams.

Responsibilities include data validation, account setup, client lockdowns, and collaboration with multiple internal groups.

Qualificações

• Strong understanding of investment accounting concepts.
• Familiarity with Accounting, Compliance, Risk, and Performance reports.
• Knowledge of fixed income and equity investments; basic knowledge of alternatives.
• Prior experience in finance and/or accounting.
• Proficient in Microsoft Office.
• Excellent attention to detail and documentation.
• Outstanding written and verbal communication.
• Strong organizational and interpersonal skills.
• Exceptional problem-solving abilities.

Responsabilidades

• Manage client inquiries & requests on 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 setup, client lockdowns, compliance, reconciliation validation.
• Collaborate with clients to build relationships and enhance their Clearwater experience.
• Validate investment data against third-party market data sources and use internal tools for reconciling investments.
• Navigate knowledge bases and internal resources to proactively solve client queries.
• Manage workflow based on productivity and quality metrics; prioritize high-importance work.
• Tackle complex client queries and contribute to long-term projects with internal teams.
• Assist in training, developing, and coaching junior staff.

Conhecimentos

Investment accounting concepts

Financial statements

Communication skills

Attention to detail

Problem-solving

Microsoft Office

Organization

Documentation

Formação académica

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

Ferramentas

Microsoft Office

Descrição da oferta de emprego

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.