Client Servicing Analyst - New Graduate

Clearwater AnalyticsAdded 4d ago

Boise, IDFull-timeEntry

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ProJev · full posting

Quick summaryby newgrad.ai

What you'll do

Support global clients with investment accounting and financial reporting inquiries.
Perform operational tasks like account setup, reconciliation, and compliance validation.
Collaborate with internal teams to resolve complex client issues.
Manage daily workflows while prioritizing critical tasks and long-term projects.

What they're looking for

Bachelor’s degree in Accounting, Finance, or a related business field.
Foundational knowledge of financial statements, amortization, and investment accounting.
Strong proficiency in Microsoft Office and excellent communication skills.
High attention to detail with effective problem-solving abilities.

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.

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2026

not stated

Lowest degree

BSMSPhD

US citizens only

yesno

Experience bar

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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.

From Clearwater Analytics's public posting, laid out for reading by newgrad.ai with the wording unchanged. Check the original before you apply.