Client Servicing Associate - Asset Management

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

As aClient Servicing Associatein Clearwater’sStrategic and Large Asset Management (SLAM)division, you will be a trusted partner to some of Clearwater’slargest, most sophisticated, and fastest-evolving clients— spanning bothasset management and insuranceverticals.

You will own day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting requirements, while gaining broad exposure to Clearwater’s platform includingPRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.

This role suits someone who wants to grow at the intersection ofclient partnership, investment operations, product knowledge, and process innovation— working acrossAlternatives, Reconciliation, Product, Billing, Sales, and Global Deliveryto deliver a seamless client experience.

You will also leverageAI-enabled toolingto streamline processing, accelerate resolution, and identify scalable process improvements.

Key Responsibilities

• Serve as primary point of contactfor client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows.

• Manage day-to-day servicingacross multiple client entities with strong execution, follow-through, and clear communication.

• Investigate and resolve issuesusing 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 projectsincluding onboarding, portfolio transitions, custom reporting, and process improvement initiatives.

• Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.

What You Will Build in This Role

• Project oversight— coordinating workstreams, managing action items, and driving delivery across stakeholders.

• Relationship management— building credibility with sophisticated clients as a dependable day-to-day partner.

• Cross-functional leadership— solving problems and moving initiatives forward across servicing, recon, product, delivery, billing, and sales.

• Commercial awareness— understanding how servicing excellence drives retention, growth, and client strategy.

• Platform breadth— broader Clearwater tool exposure than most traditional servicing roles.

Qualifications

• Bachelor’s degreein 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 communicatorwith confidence

• Strong ownership mindsetand instinct for delivering excellent client outcomes.

• Comfortable in a fast-paced, high-expectation environmentwhere priorities evolve quickly.

• Proficiency in Microsoft Office (Excel); Salesforce experience preferred.

• Familiarity with AI applications and Salesforce CRMpreferred.

Salary Range

$54,000.00 - $70,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.