Wyatt Sturm
Client Servicing Analyst | Bachelor in Business Administration in Finance
- Role
- Client Servicing Analyst at Clearwater Analytics
- Location
- Boise, ID, US
- LinkedIn followers
- 500 followers
About Wyatt Sturm
At J.R. Simplot Company, our team enhances finance and accounting operations through the adept use of Excel and Power BI, streamlining processes for inventory and supply chain management. My role involves meticulous account reconciliation and active participation in forecasting and budgeting. Currently a senior at Boise State, my education in finance fortifies my professional acumen, while my background in customer service enriches our team\'s sales and adaptability skills. As I approach the completion of my degree, my goal remains to integrate academic insights with hands-on experience, driving strategic value for our organization.
Experience
Client Servicing Analyst
Jun 2025 — Present · Boise, ID, US
Managed client inquiries and requests within investment accounting and financial markets• Delivered accurate financial statement and analytics reporting in a timely manner• Executed operational tasks including account setup, compliance verification, and reconciliation validation• Collaborated with clients to strengthen relationships and improve overall experience with Clearwater• Validated investment data against third-party market sources using proprietary tools• Addressed client queries by leveraging knowledge bases and existing documentation• Organized workflow by prioritizing critical tasks based on productivity metric
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