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  4. Client Servicing Analyst 2026
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Quick overviewShowHide

What it is

  • You'll support global clients using an investment accounting and reporting platform, answering their questions.
  • You'll investigate issues in financial statements and investment data, then coordinate fixes with internal teams.
  • You'll also handle operational admin like account setup, compliance checks and reconciliation validation.

Who it's for

  • A bachelor’s degree or higher in an Accounting or Financial/Business-related field.
  • Basic understanding of investment accounting and financial statements (e.g. amortisation, interest income).

This overview was generated using AI

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.
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