Client Servicing Associate

3 weeks 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.


  • Boise, United States BESTAFF Full time

    Job DescriptionJob DescriptionWe are seeking a Client Services Associate!  This is a first shift position and starts at $18/hr.Responsibilities:Handle customer inquiries and complaintsProvide information about the products and servicesTroubleshoot and resolve product issues and concernsDocument and update customer records based on interactionsDevelop...


  • 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 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...


  • 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...


  • 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

    2 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...


  • 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...


  • Boise, United States Zamzows, Inc. Full time

    The Cashier is position is responsible for maintaining guest service, generating sales, housekeeping, and cash register operations (POS) in adherence to all company policy/store standards. Essential functions. Create an environment that enables custo Customer Service, Associate, Seasonal, Operations, Service

  • Client Representative

    3 weeks 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...


  • 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 Perkins Coie Full time

    Job Description:Perkins Coie's summer associate program provides varied work and training opportunities as well as social events designed to promote interaction among summer associates, attorneys and business professionals. Our summer associate program is our primary source of new associate hires. Summer associates work on a wide range of challenging legal...


  • Boise, United States Advantage Solutions Full time

    Category Leadership Associate Boise, ID 83701 Minimum: USD $24.00/Hr. Maximum: USD $29.00/Hr. Category Leadership Associate NE The Category Leadership Associate NE has a passion for numbers and is exploring career opportunities in data analysis. Collect, organize, and help visualize data to assist sales teams in building assortment, pricing, promotion,...


  • 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 Genesis Industrial Supply Full time

    Job DescriptionJob DescriptionWe are seeking an Outside Sales Associate to join our team! You will resolve customer questions and offer solutions to drive company revenue.Responsibilities:Present and sell company products and services to new and existing customersProspect and contact potential customersReach agreed upon sales targets by the...

  • Client Manager

    2 days ago


    Boise, United States Marsh McLennan Agency-Northwest Full time

    The Job: Marsh McLennan Agencys Employee Health and Benefits team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients.? As a Client Manager you are in charge of ensuring a smooth client experience by managing day-to-day...