Lead Client Success & Investment Ops

Clearwater-Analytics-

Boise (ID)

In loco

USD 60.000 - 85.000

Tempo pieno

3 giorni fa

Candidati tra i primi

Aumenta le possibilità di ricevere una risposta da questo datore di lavoro

Il tuo curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

Supera i filtri ATS

Descrizione del lavoro

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

Competenze

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.

Mansioni

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.