{"id":2567680,"url":"https://alion.io/job/cwan-client-servicing-associate","title":"Client Servicing Associate","company":{"id":1969767,"name":"CWAN","domain":"cwan.com","url":"https://alion.io/company/cwan-com","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boise, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":44000,"max_usd":83000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1802},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-13T00:00:00Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-14T23:58:29Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Client Servicing Associates are responsible fordelivering 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 objectiveof efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.\nResponsibilities:\nManage client inquiries & requests on various topicsacross investment accounting, asset classes and financial markets.\n\nDeliver timelyand accurateinformation regardingFinancial Statements & Analytics Reporting.\n\nComplete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.\n\nCollaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.\n\nValidate investment data against available third-party market data sources and show proficiencyin proprietary internal tools for reconciling investment transactions.\n\nEffectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.\n\nManage workflow based on productivity and quality metrics; organizingyour day to prioritizehigh importance or critical work.\n\nTake on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.\n\nAssistin training and coaching more junior team members.\n\nRequired Skills:\nGoodunderstanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.\n\nIntermediateunderstanding of fixed income and equity investments.\n\nFinance and/or accounting experiencepreferred.\n\nStrong computer skills, including proficiencyin Microsoft Office.\n\nExcellent attention to detail and strong documentation skills.\n\nOutstanding verbal and written communication skills.\n\nStrong organizational and interpersonal skills.\n\nExceptional problem-solving abilities.\n\nEducation and Experience:\nBachelor’s degree or higher in Accountingor Financial/Business-related field.\n\n1+ yearsof relevant experience.","description_format":"text","description_chars":2320,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Asset Management & Funds","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-10-14T22:14:00Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":2,"expected_fill_days":28,"reasons":["conf:5","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/cwan-client-servicing-associate","json_url":"https://alion.io/job/cwan-client-servicing-associate.json","meta":{"generated_at":"2026-10-15T11:21:06Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":17458,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1969767},"rest":"https://alion.io/mcp/rest/get_company?id=1969767"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcwan-client-servicing-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcwan-client-servicing-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcwan-client-servicing-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cwan-client-servicing-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcwan-client-servicing-associate"}]}