Talent.com
Clearwater Analytics
Client Servicing AnalystClearwater Analytics • Boise, ID, United States
Client Servicing Analyst

Client Servicing Analyst

Clearwater Analytics • Boise, ID, United States
17 days ago
Job type
  • Full-time
Job description

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
  • 401k with match
  • Work from anywhere 3 weeks out of the year
  • Work from home Fridays
Create a job alert for this search

Client Servicing Analyst • Boise, ID, United States

Similar jobs

Restaurant Delivery - Flexible Schedule

DoorDashKuna, ID, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more

 • Promoted

Remote Consumer Insights Participant

GL IncKuna, Idaho
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Data Entry Product Support - No Experience

GLOCPAKuna, Idaho
$15.00 hourly
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Work-From-Home Product Quality Assurance - $45 per hour

Great LionKuna, Idaho
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Customer Service Representative - Store (PT)

Dollar Express StoresEmmett, ID, United States
Full-time

If there is no job description, only the job title is provided. Show more

 • Promoted

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiKuna, ID, US
Remote
Full-time

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more

 • Promoted

Data Entry Product Support - $45 per hour - No Experience

GL Inc.Kuna, Idaho
$45.00 hourly
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Work-From-Home Product Beta Tester - $45 per hour

Great LionKuna, Idaho
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Medical Courier

Blue Collar StaffingEmmett, ID
Full-time

We're looking for a reliable and professional Medical Courier to transport time-sensitive medical materials — including lab specimens, pharmaceuticals, medical equipment, and patient records — betw... Show more

 • Promoted

Sr Client Services Associate - REMOTE

CNO Financial GroupMeridian, ID, United States
Remote
Full-time

Senior Client Services Associate.The stated pay range is based on a national-average location.Actual salary is determined by factors including relevant work experience, skills and location.This pos... Show more

 • Promoted

Restaurant Delivery - Flexible Onboarding

DoorDashKuna, ID, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a var... Show more

 • Promoted

Remote Customer Service Representative – Product Testing

GLOCPAKuna, Idaho
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Client Servicing Analyst

Clearwater AnalyticsBoise, ID, United States
Full-time

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... Show more

 • Promoted

Remote Consumer Feedback Participant

GL IncKuna, Idaho
$15.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Remote Data Entry - Product Support - $45 per hour

GL Inc.Kuna, Idaho
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Work From Home

Remote JobsEmmett, ID
Remote
Full-time

Remote Jobs are now available in your area.This position is a work from home position.You will not need to come into the office.Benefits: Health Insurance, 401K, Vacation& PTO.Apply now! Work f... Show more

 • Promoted

Director Client Services

Advantage Unified CommerceBoise, ID, United States
Full-time

At our Company, we grow People, Brands, and Businesses! We are seeking a highly talented Director of Client Services to serve as the business leader in charge of all client-related services and sup... Show more

 • Promoted

Salesforce Field Service Business Analyst

ClifyXBoise, ID, United States
Full-time

Salesforce Field Service Business Analyst.Salesforce team is looking for a business analyst who will focus on implementing Salesforce.The ideal candidate will work closely with clients, the vendor ... Show more

 • Promoted

Senior Analyst Indirect Tax System

J. R. Simplot CompanyBoise, ID, United States
Full-time

Senior Analyst Indirect Tax System.The Simplot Company is a diverse, privately held global food and agriculture company headquartered in Boise, Idaho.We are a true farm-to-table company with an int... Show more

 • Promoted

Oracle Cloud Fins with AP exp

Technology Resource Services, Inc.Boise, ID, United States
Full-time

Oracle ERP Cloud Financials Consultant With AP Lead Experience.Location: Boise, ID Start Date: ASAP End Date: FEB 2025 Rate: C2C + travel expenses for key milestones.We need an Oracle Cloud AP Lead... Show more