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Investment Client Services Specialist
Job in
Idaho City, Boise County, Idaho, 83631, USA
Listed on 2025-12-21
Listing for:
Clearwater Analytics
Full Time
position Listed on 2025-12-21
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in the United States seeks a Client Servicing Analyst responsible for delivering operational support and managing client relationships. The ideal candidate will have a bachelor's degree in a related field and at least 2 years of experience in finance or accounting. Responsibilities include responding to client inquiries, delivering Financial Statements, and ensuring a high-quality client experience.
Strong skills in investment accounting and proficiency in Microsoft Office are essential for success in this role.
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