Clearwater Analytics

Lead Client Servicing Associate

Clearwater Analytics

7 months ago
Boise, ID
Onsite
Full Time
Senior
0 applicants
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Clearwater Analytics
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About this role

Lead Client Servicing Associate responsible for delivering operational support and building strong relationships with Clearwater’s global clients. The role handles inquiries on investment and accounting matters, validates investment data, and acts as a liaison between clients and internal teams to drive timely, accurate issue resolution and client satisfaction.

Skills

Qualifications

Bachelor’s Degree in Accounting or Financial/Business-related field
Clearwater Analytics

About Clearwater Analytics

clearwateranalytics.com

Clearwater Analytics is the leading provider of investment accounting software for reporting and reconciliation services for institutional investors.

About Clearwater Analytics

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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