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Full-time
bachelor degree
Posted 2d ago
~40 hrs/week
Responsibilities
The Lead Client Servicing Associate manages client inquiries regarding investment accounting, financial statements, and asset classes while ensuring accurate operational support. They also collaborate with internal teams to resolve complex issues and provide coaching and oversight to junior staff members.
Requirements
Candidates must hold a bachelor's degree in Accounting or a related field and possess at least 2 years of relevant experience. Strong proficiency in investment accounting concepts, financial reporting, and Microsoft Office is required.
Full job description
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.
Deal with some of the more complex client queries.
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.
Required Skills:
Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
Intermediate understanding of fixed income and equity investments; a 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.
Education and Experience:
Bachelor’s degree or higher in Accounting or Financial/Business-related field.
Clearwater Analytics is the natively agentic investment management platform built on a single, continuously reconciled investment record. Portfolio management, trading, accounting, risk, compliance, and private markets workflows run on a single source of truth, creating a connected foundation for automation, AI-driven insights, and agentic workflows across the investment process. Clearwater supports more than $10 trillion in assets globally for insurers, asset managers, hedge funds, banks, corporations, and governments. Learn more at www.cwan.com.
Offices: 777 W. Main Street, Suite 900, Boise, Idaho 83702, US · 120 W 45th St, 15th Floor, New York, New York 10036, US · 52 Conduit St, First floor, London, England W1S 2YX, GB · 40 Torphichen Street, 5th Floor, Edinburgh, Scotland EH3 8JB, GB · Sector 125 Road, 2nd Floor, Noida, Uttar Pradesh 201301, IN
Integrated Investment AccountingCompliancePerformance & Risk Reportingdaily aggregationreconciliation and validation of investment dataComplete investment portfolio transparencyAutomated GAAPSTAT and Tax Investment Accountingand saasAccounting
How many Management & Leadership jobs are open in Boise, ID right now?
There are currently 826 open management & leadership positions in Boise, ID listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Management & Leadership roles in Boise, ID?
Companies currently hiring include Micron Technology, Hoffman Construction Company, Albertsons Companies, Simplot Company, Clearwater Analytics, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Management & Leadership jobs in Boise, ID?
Yes — 121 of the 826 open management & leadership positions offer remote or hybrid work (50 remote, 71 hybrid).
How do I apply for Management & Leadership jobs in Boise, ID?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.