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Client Relationship Specialist

2 months ago

Boise, Idaho, United States Clearwater Analytics Full time

Client Relationship Specialist Job Description:

In the role of Client Relationship Specialist at Clearwater Analytics, you will play a pivotal part in delivering outstanding operational assistance while fostering robust connections with our diverse clientele. Your primary responsibility will be to address client queries pertaining to investment and accounting issues, acting as an essential conduit between clients and our internal departments. Your objective is to effectively resolve challenges and ensure that clients emerge as passionate supporters of our organization.

Key Responsibilities:

  • Handle client inquiries regarding investment accounting, asset categories, and financial markets.
  • Deliver prompt and precise information concerning Financial Statements & Analytics Reporting.
  • Execute operational duties such as account initiation, compliance checks, and reconciliation validation.
  • Engage with clients to improve their overall experience with Clearwater Analytics.
  • Verify investment data and demonstrate expertise in internal systems for transaction reconciliation.
  • Proactively address client questions and issues utilizing internal resources and tools.
  • Organize daily tasks to prioritize high-impact work based on performance metrics.
  • Participate in long-term projects that may require collaboration with other internal teams.
  • Support the training and development of junior team members.

Essential Skills:

  • Solid understanding of investment accounting and financial reporting.
  • Intermediate knowledge of fixed income and equity investments.
  • Experience in finance and/or accounting is preferred.
  • Strong computer proficiency, particularly in Microsoft Office applications.
  • Exceptional attention to detail and documentation capabilities.
  • Excellent verbal and written communication skills.
  • Strong organizational and interpersonal abilities.
  • Outstanding problem-solving skills.

Education and Experience Requirements:

  • Bachelor's degree or higher in Accounting or a Financial/Business-related discipline.
  • Minimum of 1 year of relevant professional experience.