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Client Servicing Analyst- Strategic Accounts

  • 0 yrs
  • Not Disclosed

Job Description

The position will involve working directly with some of our most strategic, growth oriented clients to ensure their success on Clearwater. You will interact with contacts including C-Level and other key decision makers, utilizing Clearwater’s end to end systems, from back office to front office, including tools/processes like IM Tools, Reconciliation, BOS, CPD, Data Normalization, Security Master, Compliance, etc. to help deliver Level 1 and 2 support. Additional responsibilities include providing continuous client training on our ever-appreciating product offering and managing assigned projects while coordinating necessary resources.


Challenges You Tackle:



  • Collaborate directly with clients to build and own valuable relationships and ensure their success

  • Manage client inquiries & deliver accurate Financial Statements & Analytics (main contacts include C-Level and other key decision makers at world-renowned companies)

  • Handle complex accounting & finance questions posed by clients

  • Provide client training (including discussions on Accounting, GAAP, STAT & GIPS procedures)

  • Reconcile investment transactions & accounting information for client portfolios

  • Manage assigned projects & coordinate necessary resources

  • Proactively seek ways to add value to your team & Clearwater


Qualifications: 



  • Bachelor’s degree in related field and 3-5 years post graduate work experience

  • Finance and/or accounting work experience preferred

  • Knowledge of GAAP/STAT/Tax, fixed income investments, securities or financial markets experience

  • Proven history of proficient Excel use

  • Ability to concisely convey information through verbal and written communication

  • Dynamic problem solving skills, and a sense of curiosity

  • Strong organizational and interpersonal skills

  • Intense desire to learn and improve at a rapid pace every day

  • Currently resides in Boise or is willing to relocate


Skills with Added Value:



  • SQL and database query experience

  • Project management skills


What we offer:



  • Headquarters in the heart of downtown Boise

  • Business casual atmosphere in a flexible working environment

  • Team focused culture that promotes innovation and ownership

  • Access to cutting edge investment reporting technology and expertise

  • Continual learning, professional development and growth opportunities

  • Competitive salary and benefits package; including health, vision and dental

  • Additional benefits including PTO, 401(k) with 4% employer match


 About Clearwater Analytics®


Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organizations make the most of investment portfolio data with cloud-native software and client-centric servicing. Every day, investment professionals worldwide trust Clearwater to deliver timely, validated investment data and in-depth reporting.


Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily for our Fortune 500 clients.