Client Servicing Analyst
clearwateranalytics
Client Servicing Analyst
clearwateranalytics· Clearwater Analytics, LLC
About this role
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.
Frequently Asked Questions
Is the salary disclosed for the Client Servicing Analyst position at clearwateranalytics?
The salary for this Client Servicing Analyst role at clearwateranalytics is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Client Servicing Analyst position at clearwateranalytics located?
This Client Servicing Analyst role at clearwateranalytics is based in Office - Boise. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Client Servicing Analyst role at clearwateranalytics full-time or part-time?
This is listed as a Full time position. It is posted as a Client Servicing Analyst role in the Clearwater Analytics, LLC department at clearwateranalytics.
Which team or department does the Client Servicing Analyst at clearwateranalytics belong to?
This Client Servicing Analyst position is part of the Clearwater Analytics, LLC department at clearwateranalytics. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Client Servicing Analyst position at clearwateranalytics?
Click the "Apply Now" button on this page. You will be redirected to clearwateranalytics's official application portal hosted on workday where you can submit your application directly.
When was the Client Servicing Analyst job at clearwateranalytics posted?
This Client Servicing Analyst position at clearwateranalytics was posted on Sep 23, 2026. Apply as soon as possible — early applications are often reviewed first.
Client Servicing Analyst
clearwateranalytics
You'll be redirected to clearwateranalytics's official application page on Workday.