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Lead Client Servicing Associate
Clearwater AnalyticsLead client servicing associate supporting institutional investors through Clearwater Analytics’ cloud-native investment management platform. Managing accounting inquiries, reconciliations, reporting, and client relationships.
Posted 8/10/2026full-timeBoise • Idaho, Illinois • 🇺🇸 United StatesSenior💰 $62,000 - $85,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment accounting, financial statement preparation, and compliance, with a strong focus on client relationship management and problem-solving. Proficient in using internal tools for transaction reconciliation and managing operational tasks effectively.
Highest-signal resume keywords
Investment AccountingFinancial Statement PreparationClient Relationship ManagementProblem-SolvingMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Investment AccountingFinancial StatementsAmortizationInterest IncomeFixed Income InvestmentsEquity InvestmentsAlternative Security TypesComplianceRisk ReportsPerformance Reports
Soft Skills
Attention to DetailVerbal CommunicationWritten CommunicationOrganizational SkillsInterpersonal Skills
Tools & Technologies
Proprietary Internal ToolsKnowledge Bases
Certifications & Qualifications
Bachelor’s Degree in AccountingBachelor’s Degree in Financial/Business-Related Field
Industry Keywords
Investment AccountingFinancial MarketsClient InquiriesReconciliation ValidationAnalytics Reporting
About the role
Key responsibilities & impact- Manage client inquiries and requests across investment accounting, asset classes, and financial markets
- Deliver timely and accurate Financial Statements and Analytics Reporting information
- Complete operational tasks including account setup, client lockdowns, compliance, and reconciliation validation
- Collaborate directly with clients to build relationships and enhance their Clearwater user experience
- Validate investment data against third-party market data sources
- Use proprietary internal tools to reconcile investment transactions
- Navigate knowledge bases and documentation to proactively solve client queries and problems
- Manage workflow using productivity and quality metrics, prioritizing high-importance or critical work
- Participate in long-term team and client projects involving collaboration with internal teams
- Handle complex client queries
- Assist with training, development, and coaching of junior staff
- Conduct oversight of junior staff work
Requirements
What you’ll need- Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
- Familiarity with Accounting, Compliance, Risk, and Performance reports
- Intermediate understanding of fixed income and equity investments
- Basic knowledge of alternative security types preferred
- Prior experience in finance and/or accounting
- Strong computer skills, including proficiency in Microsoft Office
- Excellent attention to detail and documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
- Bachelor’s degree or higher in Accounting or a Financial/Business-related field
- 2+ years of relevant experience
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Clearwater Analytics Website LinkedIn All Job Openings 1001 - 5000 employees 🏥 Healthcare 💼 Consulting 📦 Logistics Healthcare
- Consulting
- Logistics Clearwater Analytics is a company that specializes in providing comprehensive cybersecurity and compliance solutions specifically tailored for the healthcare sector. With over two decades of experience, Clearwater offers a unique blend of managed security service provider (MSSP) capabilities, managed cloud services, consulting, assessments, and compliance software. Their expertise extends to hospitals, health systems, physician practice management groups, digital health, medical devices, and healthcare investors. Clearwater Analytics focuses on helping healthcare organizations navigate complex cybersecurity threats and achieve compliance with key regulations such as HIPAA, HITRUST, and SOC 2. Their award-winning software and tailored services aim to create a secure, compliant, and resilient posture for healthcare businesses. Lead Client Servicing Associate 🔥 1 minute ago 🏢 Boise – Onsite 💵 $62k - $85k / year ⏰ Full Time 🟠 Senior ✨ Associate 🦅 H1B Visa Sponsor Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Manage client inquiries and requests across investment accounting, asset classes, and financial markets
- Deliver timely and accurate Financial Statements and Analytics Reporting information
- Complete operational tasks including account setup, client lockdowns, compliance, and reconciliation validation
- Collaborate directly with clients to build relationships and enhance their Clearwater user experience
- Validate investment data against third-party market data sources
- Use proprietary internal tools to reconcile investment transactions
- Navigate knowledge bases and documentation to proactively solve client queries and problems
- Manage workflow using productivity and quality metrics, prioritizing high-importance or critical work
- Participate in long-term team and client projects involving collaboration with internal teams
- Handle complex client queries
- Assist with training, development, and coaching of junior staff
- Conduct oversight of junior staff work 🎯 Requirements
- Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
- Familiarity with Accounting, Compliance, Risk, and Performance reports
- Intermediate understanding of fixed income and equity investments
- Basic knowledge of alternative security types preferred
- Prior experience in finance and/or accounting
- Strong computer skills, including proficiency in Microsoft Office
- Excellent attention to detail and documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
- Bachelor’s degree or higher in Accounting or a Financial/Business-related field
- 2+ years of relevant experience Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs