Client Servicing Analyst

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 .  

• Fi nance 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.  

What we offer: • 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

• 401k with match  

• Work from anywhere 3 weeks out of the year 

• Work from home Fridays

Similar jobs

• Client Servicing Analyst — Clearwateranalytics · Office - Chicago
• Client Service Analyst — Clinicalarchitecture · Indianapolis, Indiana, United States
• Client Service Analyst — BMO · Hinsdale, IL
• Client Servicing Associate — Clearwateranalytics · Office - Boise
• Client Relationship Analyst — Morgan Stanley · Chesterfield, Missouri, United States
• Client Relationship Analyst — Morgan Stanley · Norwell, Massachusetts, United States
• Client Relationship Analyst — Morgan Stanley · Columbus, Ohio, United States
• Client Relationship Analyst — Morgan Stanley · Kansas City, Missouri, United States