Client Servicing Analyst - New Graduate
Posted 20 OctFound 24 OctSeen 2 hours ago
Fit
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The Posting
**Looking for candidates who graduated in 2026**
Job Summary:
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.
Required Skills:
- Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
- 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.
Facts
- Source
- Workday
- External id
- R12321
- Location
- Office - Boise, United States
- Remote
- On-site, read from the text
- Employment
- Full time
- Posted
- 20 Oct 2026
- First seen
- 24 Oct 2026, 15:29
- Last seen
- 1 Nov 2026, 15:17
- Status
- Not yet added
- Posting id
- 87c0aec3-1b23-52be-b29b-3aa2b39c5286
