Clearwater Analytics (CWAN) · 3 weeks ago
Lead Client Servicing Analyst
Boise Office
Full-time
Onsite
Entry, Mid Level
2+ years expClearwater Analytics is a company focused on delivering exceptional operational support to its global clients. The Lead Client Servicing Analyst is responsible for managing client inquiries, providing accurate financial information, and fostering strong relationships to enhance the client experience.
AccountingAnalyticsData IntegrationInsurTech
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
Qualification
Required
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
Bachelor's degree or higher in Accounting or Financial/Business-related field
2+ years of relevant experience
Preferred
A basic knowledge of alternative security types preferred
Company
Clearwater Analytics (CWAN)
Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.
1001-5000 employees
H1B Sponsorship
Clearwater Analytics (CWAN) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (17)
2023 (15)
2022 (22)
2021 (11)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$1.97B2025-12-21Private Equity
2025-12-21Acquired
2025-05-12Post Ipo Equity· $261.81M
Leadership Team
Sandeep Sahai
CEO
James Cox
Chief Financial Officer
Recent News
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