Lead Client Servicing Associate

Clearwater Analytics; Chicago (IL); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health/vision/dental insurance

401(k)

Paid time off (PTO)

Parental leave

Medical leave

Job summary

Clearwater Analytics is seeking a Client Servicing Analyst to deliver top-tier operational support and foster strong relationships with global clients. You will address inquiries on investment accounting matters and serve as a bridge between clients and internal teams to resolve issues efficiently.

The role requires using internal tools, maintaining accurate documentation, and supporting training of junior staff while prioritizing high-impact work to enhance the client experience.

Qualifications

• Bachelor’s degree or higher in Accounting or Financial/Business-related field.
• 2+ years of relevant experience.
• Strong computer skills, including Microsoft Office.

Responsibilities

• Manage client inquiries & requests on topics across investment accounting 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 with clients to build relationships and enhance their Clearwater experience.
• Validate investment data against third-party sources and reconcile transactions.

Skills

Investment accounting

Financial statements

Fixed income & equity investments

Finance/Accounting experience

Microsoft Office

Attention to detail

Communication skills

Organizational skills

Problem-solving

Education

Bachelor’s degree in Accounting or related field

Job description

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.

Salary Range

$60,000.00 - $85,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.