Client Servicing Analyst

clearwateranalytics

📍 office - boise united states🕐 5mo ago🔗 workday

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.  **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 * 401k with match   * Work from anywhere 3 weeks out of the year  * Work from home Fridays
Client Servicing Analyst at clearwateranalytics | MergeJobs