Client Servicing Associate at Clearwater Analytics in Boise, ID

Summary: Clearwater Analytics is a company focused on delivering operational support and fostering strong client relationships. The Client Servicing Associate is responsible for managing client inquiries and requests related to investment accounting, ensuring timely and accurate information delivery, and enhancing the overall client experience. 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 - Assist in training and coaching more junior team members Required Qualifications: - At least 1+ years of experience in client servicing or related field - 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 - Bachelor's degree or higher in Accounting or Financial/Business-related field Preferred Qualifications: - Finance and/or accounting experience preferred Required Skills: Investment accounting, Financial statements, Amortization, Interest income, Accounting concepts, Fixed income investments, Equity investments, Microsoft Office