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About the Role
Client Servicing Analysts deliver operational support and build relationships with global clients, addressing investment and accounting inquiries. They act as a liaison between clients and internal teams, providing prompt and accurate responses to resolve issues and foster client advocacy.
Responsibilities
- Manage client inquiries and requests regarding investment accounting, asset classes, and financial markets.
- Deliver timely and accurate information for Financial Statements & Analytics Reporting.
- Complete operational tasks including account setup, client lockdowns, compliance, and reconciliation validation.
- Collaborate directly with clients to build relationships and enhance their user experience.
- Validate investment data against third-party market data sources and use internal tools for reconciling investment transactions.
- Navigate knowledge base and documentation to proactively solve client queries using internal tools and resources.
- Manage workflow based on productivity and quality metrics, prioritizing critical work.
- Undertake team and client-related long-term projects, potentially collaborating with other internal teams.
- Handle complex client queries.
- Assist in training, developing, and coaching junior staff, and oversee their work.
Requirements
- Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
- Familiarity with core 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 strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organizational and interpersonal skills.
- Exceptional problem-solving abilities.
Experience Level
- 2+ years of relevant experience
Education Level
- Bachelor’s degree or higher in Accounting or Financial/Business-related field
Salary/Compensations
- $66,000.00 - $93,500.00
Benefits
- health/vision/dental insurance
- 401(k)
- PTO
- parental leave
- medical leave
- STD/LTD insurance benefits
About the Company
- Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer.
Equal Opportunity
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.