Client Servicing Analyst
Clearwater AnalyticsBoise, Idaho, United States
Posted April 2, 2025
Full Time
About the Company
Clearwater Analytics (NYSE: CWAN) is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations. Clearwater aggregates, reconciles, and reports on more than $6.4 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide. For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients. With global headquarters in Boise, Idaho, and offices in Edinburgh, Frankfurt, London, New Delhi, New York, Paris, Seattle, Singapore, and Washington D.C., Clearwater sets the new global standard for investment portfolio reporting.
Job Description
Client Servicing Analysts are responsible for delivering operational support and fostering strong relationships with Clearwater's global clients, addressing inquiries related to investment and accounting matters, and delivering prompt, precise, and comprehensive responses to client queries.
Requirements
- 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.
Benefits
- 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
- RSUs as well as employee stock purchase plan and 401k with match
- Work from anywhere 3 weeks out of the year
- Work from home Fridays