Clearwater Analytics

Client Servicing Analyst

Clearwater Analytics

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • New York • United States

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Salary

💰 $54,000 - $70,000 per year

Job Level

Junior

About the role

  • 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 navigate through the 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.
  • Assist in training and coaching more junior team members.

Requirements

  • Bachelor’s degree or higher in Accounting or Financial/Business-related field
  • 1+ years of relevant experience
  • Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
  • Intermediate understanding of fixed income and equity investments
  • 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.
Benefits
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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
investment accountingfinancial statementsamortizationinterest incomefixed income investmentsequity investmentsreconciliation validationdata validationdocumentation skillsMicrosoft Office
Soft Skills
attention to detailverbal communicationwritten communicationorganizational skillsinterpersonal skillsproblem-solving abilitiesclient relationship managementteam collaborationtrainingcoaching
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Financial-related fieldBachelor’s degree in Business-related field