Deliver timely and accurate information regarding Financial Statements & Analytics Reporting ... Validate investment data against available third-party market data sources and show proficiency in ...
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting ... Validate investment data against available third-party market data sources and show proficiency in ...
Client Servicing Associate
Boise, ID · On-site
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting ... Validate investment data against available third-party market data sources and show proficiency in ...
Client Servicing Associate
Boise, ID · On-site
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting ... Validate investment data against available third-party market data sources and show proficiency in ...
Reconciliation Associate
Boise, ID · On-site
The Reconciliation Associate is responsible for comparing investment portfolio data from external ... Understands financial concepts and can apply them to reconciliation errors. * Effectively ...
Reconciliation Associate
Boise, ID · On-site
The Reconciliation Associate is responsible for comparing investment portfolio data from external ... Understands financial concepts and can apply them to reconciliation errors. * Effectively ...
The Reconciliation Associate is responsible for comparing investment portfolio data from external ... Understands financial concepts and can apply them to reconciliation errors. * Effectively ...
The Reconciliation Associate is responsible for comparing investment portfolio data from external ... Understands financial concepts and can apply them to reconciliation errors. * Effectively ...
Reconciliation Associate
Boise, ID · On-site
R3335-1The Reconciliation Associate is responsible for comparing investment portfolio data from ... Understands financial concepts and can apply them to reconciliation errors.* Effectively ...
Reconciliation Associate
Boise, ID · On-site
R3335-1The Reconciliation Associate is responsible for comparing investment portfolio data from ... Understands financial concepts and can apply them to reconciliation errors.* Effectively ...
Reconciliation Associate
Boise, ID · On-site
R3335-1The Reconciliation Associate is responsible for comparing investment portfolio data from ... Understands financial concepts and can apply them to reconciliation errors.* Effectively ...
Reconciliation Associate
Boise, ID · On-site
R3335-1The Reconciliation Associate is responsible for comparing investment portfolio data from ... Understands financial concepts and can apply them to reconciliation errors.* Effectively ...
Primary responsibility involves back reconciling, normalizing, and automating data. * Proactively ... Applying knowledge of investment accounting, financial statements, amortization, interest income ...
Primary responsibility involves back reconciling, normalizing, and automating data. * Proactively ... Applying knowledge of investment accounting, financial statements, amortization, interest income ...
Primary responsibility involves back reconciling, normalizing, and automating data. * Proactively ... Applying knowledge of investment accounting, financial statements, amortization, interest income ...
Primary responsibility involves back reconciling, normalizing, and automating data. * Proactively ... Applying knowledge of investment accounting, financial statements, amortization, interest income ...
Reconciliation Implementation Associate
$54K - $70K/yr
Primary responsibility involves back reconciling, normalizing, and automating data. * Proactively ... Applying knowledge of investment accounting, financial statements, amortization, interest income ...
Reconciliation Implementation Associate
$54K - $70K/yr
Primary responsibility involves back reconciling, normalizing, and automating data. * Proactively ... Applying knowledge of investment accounting, financial statements, amortization, interest income ...
Reconciliation Implementation Associate
Boise, ID · On-site
$54K - $70K/yr
Primary responsibility involves back reconciling, normalizing, and automating data. * Proactively ... Applying knowledge of investment accounting, financial statements, amortization, interest income ...
Reconciliation Implementation Associate
Boise, ID · On-site
$54K - $70K/yr
Primary responsibility involves back reconciling, normalizing, and automating data. * Proactively ... Applying knowledge of investment accounting, financial statements, amortization, interest income ...
Lead Client Servicing Associate
Boise, ID · On-site
... data validation. * Navigate complex environments -- multi-custodian, multi-portfolio, multi ... Qualifications * Bachelor's degree in Finance, Accounting, Economics, Business, or equivalent ...
Lead Client Servicing Associate
Boise, ID · On-site
... data validation. * Navigate complex environments -- multi-custodian, multi-portfolio, multi ... Qualifications * Bachelor's degree in Finance, Accounting, Economics, Business, or equivalent ...
Firm Enterprise Solutions Associate Director, Content Strategy and Editorial (Senior Editor ... We deliver the rigorous, data-driven thought leadership they need to better understand the current ...
Firm Enterprise Solutions Associate Director, Content Strategy and Editorial (Senior Editor ... We deliver the rigorous, data-driven thought leadership they need to better understand the current ...
Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming (2293)
Boise, ID · On-site
... financial products and services, demonstrating how these solutions can be tailored to meet their unique needs * Client Service and Implementation : Analyze and organize client data, ensure ...
Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming (2293)
Boise, ID · On-site
... financial products and services, demonstrating how these solutions can be tailored to meet their unique needs * Client Service and Implementation : Analyze and organize client data, ensure ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
... data quality and auditability. * Support client projects including onboarding, portfolio ... Qualifications * Bachelor's degree in Finance, Accounting, Economics, Business, or equivalent ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
... data quality and auditability. * Support client projects including onboarding, portfolio ... Qualifications * Bachelor's degree in Finance, Accounting, Economics, Business, or equivalent ...
Personal Financial Counselor- Boise, ID
Boise, ID · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an ...
Personal Financial Counselor- Boise, ID
Boise, ID · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an ...
Personal Financial Counselor- Boise, ID
Boise, ID · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an ...
Personal Financial Counselor- Boise, ID
Boise, ID · On-site
$58K - $93K/yr
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Collects the necessary client profile data, following standard KYC procedures to open account(s) as ...
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Collects the necessary client profile data, following standard KYC procedures to open account(s) as ...
Sales Associate
Meridian, ID · On-site
$15.50 - $23.30/hr
... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Ability to lift up to 25 lbs and accurately read and transcribe data. Preferred Qualifications
Sales Associate
Meridian, ID · On-site
$15.50 - $23.30/hr
... test drives, and financing applications. * Conduct accurate vehicle condition assessments ... Ability to lift up to 25 lbs and accurately read and transcribe data. Preferred Qualifications
Sales Associate
Boise, ID · On-site
$13.25 - $18/hr
A technologically and data-driven business * Competitive salaries and comprehensive health benefits ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Sales Associate
Boise, ID · On-site
$13.25 - $18/hr
A technologically and data-driven business * Competitive salaries and comprehensive health benefits ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Sales Associate
Boise, ID · On-site
$13.25 - $18/hr
A technologically and data-driven business * Competitive salaries and comprehensive health benefits ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Sales Associate
Boise, ID · On-site
$13.25 - $18/hr
A technologically and data-driven business * Competitive salaries and comprehensive health benefits ... A wellness program that supports your physical, financial and emotional health * Paid vacations and ...
Financial Data Associate information
See Eagle, ID salary details
$29.1K - $38.5K
10% of jobs
$46.4K is the 25th percentile. Wages below this are outliers.
$38.5K - $47.8K
18% of jobs
The median wage is $56K / yr.
$47.8K - $57.2K
26% of jobs
$57.2K - $66.5K
19% of jobs
$68.8K is the 75th percentile. Wages above this are outliers.
$66.5K - $75.8K
11% of jobs
$75.8K - $85.2K
10% of jobs
$85.2K - $94.5K
3% of jobs
$94.5K - $103.8K
2% of jobs
$103.8K - $113.2K
1% of jobs
$113.2K - $122.5K
1% of jobs
$122.5K - $131.9K
0% of jobs
$29.1K
$67.2K
$131.9K
How much do financial data associate jobs pay per year?
What does a financial data associate do?
What are the key skills and qualifications needed to thrive as a financial data associate?
What is the difference between Financial Data Associate vs Financial Analyst?
| Aspect | Financial Data Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's in Finance, Economics, or related field; proficiency in Excel and data tools | Bachelor's or higher in Finance, Economics; often CFA or CPA certifications |
| Work Environment | Data-focused roles within finance teams, often in banking, investment firms, or corporate finance | Analytical roles involving financial modeling, forecasting, and strategic analysis |
| Employer & Industry Usage | Used in banking, asset management, corporate finance for data management | Common in investment firms, banks, corporate finance for decision support |
While both roles require strong finance knowledge and data skills, Financial Data Associates primarily handle data collection, validation, and reporting, whereas Financial Analysts focus on interpreting data to provide strategic insights and recommendations.
Job description
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.
About Clearwater Analytics
Sourced by ZipRecruiter
Industry
Software development
Company size
1,001 - 5,000 Employees
Headquarters location
Boise, ID, US
Year founded
2004