Asset Management Client Servicing Associate — AI-Driven Ops

Clearwater Analytics; Boise (ID); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

Paid time off (PTO)

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics is seeking a Client Servicing Associate in its Strategic and Large Asset Management (SLAM) division to be a trusted partner to major asset management and insurance clients. You will own day-to-day client relationships across complex portfolios and bespoke reporting requirements, gaining broad exposure to Clearwater’s platform including PRISM, Enhanced Statements, and BOS workflows.

This role suits someone aiming to grow at the intersection of client partnership, investment

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• 1+ years of relevant experience (reconciliation, accounting, or finance).
• Excellent attention to detail, documentation, and organizational skills.
• Strong communication and client-service orientation.
• Proficiency in Microsoft Excel; Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

Responsibilities

• Serve as primary point of contact for client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows.
• Manage day-to-day servicing across multiple client entities with strong execution, follow-through, and clear communication.
• Investigate and resolve issues using Clearwater front- and back-office tooling.
• Perform operational activities: account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.
• Navigate complex environments— multi-custodian, multi-portfolio, multi-currency — with a focus on data quality and auditability.
• Support client projects including onboarding, portfolio transitions, custom reporting, and process improvement initiatives.
• Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.

Skills

Attention to detail

Strong communicator

Ownership mindset

Adaptability

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience

Tools

Excel

Salesforce

Job description

Clearwater Analytics is seeking a Client Servicing Associate in its Strategic and Large Asset Management (SLAM) division to be a trusted partner to major asset management and insurance clients. You will own day-to-day client relationships across complex portfolios and bespoke reporting requirements, gaining broad exposure to Clearwater’s platform including PRISM, Enhanced Statements, and BOS workflows.

This role suits someone aiming to grow at the intersection of client partnership, investment