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    Lead Client Servicing Associate - Boise, United States - Clearwater Analytics Holdings Inc.

    Clearwater Analytics Holdings Inc.
    Clearwater Analytics Holdings Inc. Boise, United States

    21 hours ago

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    Description

    Job Summary:
    Lead Client Servicing Associates 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 Lead Associates 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.
    • 2+ years of relevant experience.

    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
    • 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
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