Senior Client Services Analyst

Boise, Idaho, United States · Client Services · 179-178 expand job description ↓


Clearwater Analytics is a leader in providing investment technology for Corporations, Insurers and Investment Managers on a global scale. We are looking for determined individuals to build relationships with our world-class clients. An ideal addition to our team is someone who hits the ground running, is excited by consistent challenge, and has an innate desire to solve problems.

Challenges You Tackle:

  • Collaborate directly with clients to build and own valuable relationships and ensure their success
  • Manage client inquiries & deliver accurate Financial Statements & Analytics (main contacts include C-Level and other key decision makers at world-renowned companies)
  • Handle complex accounting & finance questions posed by clients
  • Provide client training (including discussions on Accounting, GAAP, STAT & GIPS procedures)
  • Reconcile investment transactions & accounting information for client portfolios
  • Manage assigned projects & coordinate necessary resources
  • Proactively seek ways to add value to your team & Clearwater


What You Need to Bring:

  • Bachelor’s degree in related field and 3-5 years post graduate work experience
  • Finance and/or accounting work experience preferred
  • Knowledge of GAAP/STAT/Tax, fixed income investments, securities or financial markets experience
  • Proven history of proficient Excel use
  • Ability to concisely convey information through verbal and written communication
  • Dynamic problem solving skills, and a sense of curiosity
  • Strong organizational and interpersonal skills
  • Intense desire to learn and improve at a rapid pace every day
  • Currently resides in Boise or is willing to relocate

Skills with Added Value:

  • SQL and database query experience
  • Project management skills


What we offer:

  • Access to cutting edge investment reporting technology and expertise
  • Continual learning and growth opportunities
  • Team focused culture that promotes innovation and ownership
  • Competitive salary and benefits package
  • Business casual atmosphere
  • Brand new office in the heart of downtown Boise
Personal information
Your Profile
Application Details