Hiring: Lead Client Servicing Associate Company: Clearwater Analytics Location: Boise, ID Job Posted Time: 2026-09-13 11:08:20 Target Skills & Keywords : Fixed Income, Microsoft Excel, Microsoft Office About the job Experience: •2+ years of relevant experience. Required Skills: •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. Qualifications: •Bachelor’s degree or higher in Accounting or Financial/Business-related field. Compensation: •Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!