Clearwater Analytics (CWAN)
Builtin · Indexed 2026-07-31
Lead Client Servicing Associate
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Indexed description
Clearwater Analytics (CWAN) Lead Client Servicing Associate 3 Hours AgoSaved Hybrid Boise, ID, USA Junior JuniorFintech • Software • Financial ServicesProvide operational support and client relationship management for investment accounting clients. Handle inquiries on financial statements, reconciliations, account setup, compliance, and reporting. Validate investment data, use internal tools and third-party data, manage workflows to meet quality metrics, resolve complex queries, support projects, and coach junior staff.Top Skills: MS Office
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