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Clearwater Analytics
Clearwater Analytics

60 Clearwater Analytics Client Analyst Jobs Hiring Near You

Clearwater Analytics

Job Summary Client Servicing Subject Matter Experts are domain experts in a specific area or topic ... Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most ...

Clearwater Analytics

Business Analyst - OEMS

Chicago, IL · On-site

$85K - $120K/yr

Contribute to client conversations as a domain authority. * Produce white papers and internal ... Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants ...

Clearwater Analytics

Job Summary: The Software Development Engineer role at Clearwater Analytics spans a spectrum of ... Driven by client satisfaction. * Strong teamwork skills. * Ability to manage own time and deliver ...

Clearwater Analytics

$105K - $120K/yr

Job Summary The Software Development Engineer role at Clearwater Analytics spans a spectrum of ... Driven by client satisfaction. * Strong teamwork skills. * Ability to manage own time and deliver ...

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Infographic showing various Client Analyst job openings at Clearwater Analytics in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution.

Lead Client Servicing Associate

Boise, ID • On-site

Clearwater Analytics
Software Development • 1 - 5K employees
Learn more about Clearwater Analyticsexternal

Full-time

Re-posted 17 days ago

Job description

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 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.
  • Deal with some of the more complex client queries.
  • Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.

Required Skills:
  • Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
  • Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
  • 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, 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.
  • 2+ years of relevant experience.

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