Client Servicing Associate

3 weeks ago


Boise, United States Clearwater Analytics Holdings Inc. Full time

Job Summary:

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 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.


* Assist in training and coaching more junior team members.



Required Skills:

* Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.


* Intermediate understanding of fixed income and equity investments.


* Finance 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.


* 1+ years of relevant experience.



  • Boise, United States Clearwater Analytics Full time

    Job Summary: 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 analysts play a pivotal role in delivering...


  • Boise, United States Clearwater Analytics Full time

    Job Summary: 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 analysts play a pivotal role in...


  • Boise, United States Clearwater Analytics Holdings Inc. Full time

    Job Summary: 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 analysts play a pivotal role in...


  • Boise, United States Resilient Enterprises, Inc. Full time

    Job DescriptionJob DescriptionAt Resilient Enterprises, our dedicated team is deeply committed to making a positive impact on our community. We're looking for an Entry Level Client Support Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll...


  • Boise, United States Clearwater Analytics Holdings Inc. Full time

    Job Summary: Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members...


  • Boise, United States Clearwater Analytics Holdings Inc. Full time

    Job Summary: Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members...


  • Boise, United States Clearwater Analytics Full time

    Job Summary: Client Servicing Team Leads are responsible for leading and managing a team of client servicing professionals, focused on maximizing employee engagement, and building a culture of teamwork, collaboration, continuous improvement, empowerment, and accountability. They lead from the front and provide guidance, support, and coaching to team members...

  • Associate Advisor

    4 weeks ago


    Boise, United States TalentLink Solutions Full time

    Our firm is an independent Registered Investment Advisor dedicated to providing clients with sustainable investment management, personalized financial planning, and innovative strategies that deliver social and environmental impact. We work with clients who seek to use their resources to advance social justice and protect the environment, and we provide...

  • Client Coordinator

    1 day ago


    Boise, United States Aston Carter Full time

    Description: We are seeking an experienced and resourceful client services coordinator to oversee the day-to-day relations with our clients. The client services coordinator will be responsible for collecting information on how to best serve clients. You will report directly to the lead management team and work closely with different role players, e.g. teams...


  • Boise, Idaho, United States Rite Aid of Ohio Inc. Full time

    Service AssociateContribute to our mission to improve Health and Wellness in your community.Become a Rite Aid Service Associate, todayAs a Service Associate, you are responsible for the day-to-day operations, care, and service provided to our customers & patients. Your purpose is to help others achieve a higher level of well-being through thoughtful and...


  • Boise, United States Bogus Basin Full time

    Food Service Associate Food and Beverage Description The Food Service Associate position assists in creating a pleasant guest experience by providing excellent customer service and performing a variety of food and beverage functions. This is a seasonal position. **ESSENTIAL FUNCTIONS OF THE JOB** Accurately and efficiently process guests transactions...

  • Client Representative

    1 month ago


    Boise, United States NWM Inc Full time

    Job DescriptionJob DescriptionClient RepresentativeWhat do YOU want, what's important to YOU?More growth?More opportunity?More money?More training?If you are eager to learn, grow and evolve your retail sales career then look no further, we have just the opportunity waiting for you! We are looking for entry-level Sales professional to join our team with...

  • Marketing Associate

    2 days ago


    Boise, United States Sinclair Broadcast Group Full time

    KBOI/KYUU is looking for a Marketing Associate who will serve as a dedicated marketing, data, and content powerhouse across the station’s Sales and Solutions teams. From time to time, the Marketing Associate may manage assigned accounts in the role of a junior Marketing Consultant. The ideal candidate will be a well-organized multitasker with a passion...


  • Boise, United States Milliman Full time

    Company Overview: Leading with our core values of Quality, Integrity, and Opportunity, MedInsight is one of the healthcare industry's most trusted solutions for healthcare intelligence. Our company purpose is to empower easy, data-driven decision-making on important healthcare questions. Through our products, education, and services, MedInsight is making an...


  • Boise, United States Clearwater Analytics Full time

    Job Summary: Implementation Associate are responsible for aiding the onboarding process for new clients onto the company's SaaS platform and service model. They collaborate with both clients and various Clearwater teams to assess requirements and customize solutions. These solutions are tailored to fulfill the client's accounting, compliance monitoring,...


  • Boise, United States Marsh McLennan Agency-Northwest Full time

    The Job: Marsh McLennan Agencys Northwest region is seeking a Business Insurance Client Placement Manager with a passion for collaborating and providing a high-quality client experience. An ideal candidate for this position will be responsible for partnering with Business Insurance colleagues to manage the marketing of new and renewal accounts to various...


  • Boise, United States Bogus Basin Recreational Association Full time

    The Summer Food Service Associate assists in creating a pleasant guest experience by providing excellent customer service and performing a variety of food and beverage functions during the summer operational season. Essential Functions of the Job Accurately and efficiently process guests' transactions involving purchases using POS terminals. Accurately and...

  • Supply Associate

    14 hours ago


    Boise, United States Allied Business Solutions Full time

    We’re Hiring!(just like everyone, but we think you'd like to work here)Join our winning team voted 2024 Top Companies in the Treasure Valley.Maybe it’s because “Have Fun!” is one of our Core Values!Supply AssociateAre you the ultimate problem-solver when it comes to supply challenges into smooth operations? Can you navigate supply emergencies with...

  • Supply Associate

    2 days ago


    Boise, United States Allied Business Solutions Full time

    We’re Hiring!(just like everyone, but we think you'd like to work here)Join our winning team voted 2024 Top Companies in the Treasure Valley.Maybe it’s because “Have Fun!” is one of our Core Values!Supply AssociateAre you the ultimate problem-solver when it comes to supply challenges into smooth operations? Can you navigate supply emergencies with...


  • Boise, United States IES Custom Staffing Full time

    Make and receive calls relating to past-due medical bills. Communicate with clients in a polite and professional manner. Request payment in full or assist with setting up payment arrangements. Receive payment over the phone. Adhere to a casual profes Collections, Associate, Retail, Staffing