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Client Servicing Analyst
Client Servicing AnalystClearwater Analytics • Boise, ID, US
Client Servicing Analyst

Client Servicing Analyst

Clearwater Analytics • Boise, ID, US
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Client Servicing Analyst

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.

Required Skills :

  • Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
  • Finance and / or accounting experience preferred.
  • 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.

    • What We Offer :

  • Business casual atmosphere in a flexible working environment.
  • Team focused culture that promotes innovation and ownership.
  • Access cutting edge investment reporting technology and expertise.
  • Defined and undefined career pathways allowing you to grow your own way.
  • Competitive medical, dental, vision, and life insurance benefits.
  • Maternity and paternity leave.
  • Personal Time Off and Volunteer Time Off to give back to the community.
  • RSUs as well as employee stock purchase plan and 401k with match.
  • Work from anywhere 3 weeks out of the year.
  • Work from home Fridays.
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    Client Analyst • Boise, ID, US