Client Servicing Associate
Boise, ID ยท On-site
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
Client Servicing Associate are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
Client Servicing Associate are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
Client Servicing Associate are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
Client Servicing Associate are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associate Client Servicing Associates are responsible for delivering top-notch ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associate Client Servicing Associates are responsible for delivering top-notch ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Client Servicing Associates are responsible for delivering top-notch operational support and ... Intermediate understanding of fixed income and equity investments. * Finance and/or accounting ...
Boise, ID ยท On-site
$54K - $70K/yr
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. * Project management skills preferred. * Strong ...
Boise, ID ยท On-site
$54K - $70K/yr
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. * Project management skills preferred. * Strong ...
Boise, ID ยท On-site
$54K - $70K/yr
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. * Project management skills preferred. * Strong ...
Boise, ID ยท On-site
$54K - $70K/yr
Securities or financial markets experience, especially involving derivatives, alternatives, structured products, and/or fixed income preferred. * Project management skills preferred. * Strong ...
$17.25 - $21/hr
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. * Prior experience in finance and/or accounting. * Strong computer skills ...
$17.25 - $21/hr
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred. * Prior experience in finance and/or accounting. * Strong computer skills ...
Boise, ID ยท On-site
$62K - $85K/yr
The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and ... and fixed income. * Experience with relational database principles and SQL querying preferred.
Boise, ID ยท On-site
$62K - $85K/yr
The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and ... and fixed income. * Experience with relational database principles and SQL querying preferred.
Boise, ID ยท On-site
$62K - $85K/yr
The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and ... and fixed income. * Experience with relational database principles and SQL querying preferred.
Boise, ID ยท On-site
$62K - $85K/yr
The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and ... and fixed income. * Experience with relational database principles and SQL querying preferred.
Boise, ID ยท On-site
$62K - $85K/yr
The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and ... and fixed income. * Experience with relational database principles and SQL querying preferred.
Boise, ID ยท On-site
$62K - $85K/yr
The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and ... and fixed income. * Experience with relational database principles and SQL querying preferred.
Boise, ID ยท On-site
$62K - $85K/yr
The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and ... and fixed income. * Experience with relational database principles and SQL querying preferred.
Boise, ID ยท On-site
$62K - $85K/yr
The Lead LP Associate is responsible for managing relationships with Limited Partners (LPs) and ... and fixed income. * Experience with relational database principles and SQL querying preferred.
$7.46 - $9.27
2% of jobs
$9.27 - $11.08
13% of jobs
$12.15 is the 25th percentile. Wages below this are outliers.
$11.08 - $12.89
18% of jobs
The median wage is $13.89 / hr.
$12.89 - $14.70
32% of jobs
$15.91 is the 75th percentile. Wages above this are outliers.
$14.70 - $16.51
16% of jobs
$16.51 - $18.32
11% of jobs
$18.32 - $20.13
4% of jobs
$20.13 - $21.94
1% of jobs
$21.94 - $23.75
1% of jobs
$23.75 - $25.56
1% of jobs
$25.56 - $27.37
1% of jobs
$7
$15
$27
| Aspect | Fixed Income Associate | Equity Research Associate |
|---|---|---|
| Required Credentials | Bachelor's degree, often CFA Level I or II | Bachelor's degree, often CFA Level I or II |
| Work Environment | Bond markets, fixed income securities, investment banks, asset managers | Stock markets, equity securities, investment banks, asset managers |
| Employer & Industry Usage | Financial institutions focusing on bonds and debt instruments | Research firms, investment banks analyzing stocks |
| Common Search & Comparison | Yes | Yes |
The main difference between a Fixed Income Associate and an Equity Research Associate lies in the securities they analyze and their work focus. Fixed Income Associates specialize in bonds and debt instruments, working primarily in bond markets and related financial institutions. Equity Research Associates focus on stocks and equity securities, analyzing companies' stock performance. Both roles require similar educational backgrounds and certifications, but their industry focus and daily tasks differ significantly.
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.
Sourced by ZipRecruiter
Software development
1,001 - 5,000 Employees
Boise, ID, US
2004