Current jobs related to Client Servicing Associate - Boise - Clearwater Analytics

  • Client Servicing Analyst

    4 months ago

    Boise, United States Clearwater Analytics Full time

    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...

  • Client Service Manager

    1 week ago

    Boise, Idaho, United States Highmark Health Full time

    Job SummaryThis role partners with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained.The incumbent assists in the preparation of proposals, meeting materials and/or sales collateral during the account renewal process. Evaluates, recommends and implements processes to ensure that...

  • Client Service Manager

    2 weeks ago

    Boise, Idaho, United States Highmark Health Full time

    Job SummaryThis role partners with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained.The incumbent assists in the preparation of proposals, meeting materials and/or sales collateral during the account renewal process. Evaluates, recommends and implements processes to ensure that...

  • Client Servicing Team Lead

    3 weeks ago

    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...

  • Client Servicing Team Lead

    2 weeks ago

    Boise, Idaho, United States Clearwater Analytics Full time

    Job Summary:As a Client Servicing Team Lead at Clearwater Analytics, you will be responsible for leading and managing a team of client servicing professionals. Your primary goal will be to maximize employee engagement and build a culture of teamwork, collaboration, and continuous improvement. You will provide guidance, support, and coaching to team members...

  • Client Service Manager

    1 week ago

    Boise, Idaho, United States Highmark Health Full time

    Job SummaryThis role partners with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained.The incumbent assists in the preparation of proposals, meeting materials and/or sales collateral during the account renewal process. Evaluates, recommends and implements processes to ensure that...

  • Client Partner, Client Success Specialist

    2 weeks ago

    Boise, Idaho, United States Albertsons Full time

    About the RoleAs a Client Partner at Albertsons, you will be responsible for developing and growing your book of business by providing a best-in-class, data-driven partnership with an emphasis on creating an omni-experience for shoppers and brands alike.You will establish and foster partnerships with merchandizing partners, 3P vendors, and cultivate deeper...

  • Client Partner, Client Success

    2 weeks ago

    Boise, United States Albertsons Companies Full time

    Client Partners are relationship focused sellers responsible for developing and growing their book of business by providing a best-in-class, data-driven partnership with an emphasis on creating an omni-experience for shoppers and brands alike. Client Client Success, Client, Partnership, Forecasting, Grocery, Business Services, Relationship

  • Client Servicing Team Lead

    2 weeks ago

    Boise, Idaho, United States Clearwater Analytics Full time

    Job Summary:As a Client Servicing Team Lead at Clearwater Analytics, you will be responsible for leading and managing a team of client servicing professionals focused on maximizing employee engagement and building a culture of teamwork, collaboration, and continuous improvement. You will lead from the front, providing guidance, support, and coaching to team...

  • Member Services Associate

    2 weeks ago

    Boise, Idaho, United States SYUFY GROUP Full time

    Job Title: Member Services AssociateAt SYUFY GROUP, we're seeking a highly skilled Member Services Associate to join our team. As the gatekeeper of Axiom, you'll set the tone for all members and guests, ensuring a seamless and enjoyable experience.Key Responsibilities:Know and adhere to all policies, procedures, and protocols.Provide exceptional customer...

  • Client Partner, Client Success Specialist

    7 days ago

    Boise, Idaho, United States Albertsons Full time

    About the RoleWe are seeking a highly motivated and experienced Client Partner to join our Retail Media team. As a Client Partner, you will be responsible for developing and growing our client relationships, providing strategic guidance and support to drive business growth and revenue.Key ResponsibilitiesDevelop and execute strategic plans to drive client...

  • Service Support Associate

    1 week ago

    Boise, Idaho, United States Dave & Buster Full time

    Job Title: Service Support AssociateJob Summary:At Dave & Buster's, we're looking for a Service Support Associate to join our team. As a Service Support Associate, you will be responsible for maintaining area cleanliness and providing necessary support to ensure fast, friendly and accommodating service. Key Responsibilities:Deliver an unparalleled Guest...

  • Service Support Associate

    2 weeks ago

    Boise, Idaho, United States Dave & Buster Full time

    Job Title: Service Support AssociateJob Summary:Dave & Buster's is a unique and dynamic work environment where no two days are ever the same. As a Service Support Associate, you will play a vital role in ensuring that our guests have an unparalleled experience. You will be responsible for maintaining area cleanliness, providing necessary support to the...

  • Pharmacy Service Associate

    4 weeks ago

    Boise, Idaho, United States Walgreens Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Pharmacy Customer Service Associate to join our team at Walgreens. As a key member of our pharmacy team, you will be responsible for delivering exceptional customer service, processing prescriptions, and maintaining a clean and organized store environment.Key ResponsibilitiesProvide exceptional...

  • Municipal Client Services Manager/Project Manager

    2 weeks ago

    Boise, Idaho, United States Ardurra Group, LLC Full time

    Ardurra Group, LLC is seeking a highly skilled Municipal Client Services Manager/Project Manager to join our team in Boise, ID, Spokane, WA, Coeur d'Alene, ID, or Wenatchee, WA.This key role involves overseeing projects and serving as a client manager for public works projects being completed in your region. You will be responsible for managing projects...

  • Customer Service Associate

    4 months ago

    Boise, United States Savers | Value Village Full time

    Description Job Title: Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where secondhand is second nature. We supply our stores with gently-used,...

  • Customer Service Associate

    2 weeks ago

    Boise, United States Rocket Express Full time

    Do you love interacting with people? Are you enthusiastic about helping others? If so our, full-time Customer Service Associate at Rocket Express located at 12345 W. Fairview Ave., Boise, ID, is the perfect position for you!  You will bring joy to people’s journeys by creating a positive and light-hearted atmosphere where people love to clean their cars....

  • Member Services Associate

    2 months ago

    Boise, United States SYUFY GROUP Full time

    Job DetailsJob LocationBoise, IDPosition TypeFull-Time/Part-TimeTravel PercentageNoneJob ShiftAnyJob CategorySalesDescriptionVilla Sport Athletic Clubs, Villa Sport Fitness, and Axiom by Villa Sport offer exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple...

  • Client Relationship Specialist

    4 weeks ago

    Boise, Idaho, United States U.S. Bank Full time

    About the RoleWe're seeking a skilled Client Relationship Consultant to join our team at U.S. Bank. As a key member of our organization, you'll play a vital role in building and maintaining strong relationships with our customers, providing them with exceptional service and support.Key ResponsibilitiesBuild and foster relationships with clients through...

  • Tax Associate

    2 months ago

    Boise, Idaho, United States H&R Block Full time

    {"h1": "Tax Associate Role at H\u0026R Block", "p": "At H\u0026R Block, we're committed to providing exceptional tax services to our clients. As a Tax Associate, you'll play a vital role in helping us achieve this goal.Your primary responsibilities will include conducting tax interviews with clients, preparing accurate tax returns, and generating business...

Client Servicing Associate

4 months ago

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 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.