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

401(k)

PTO

Parental leave

Job summary

Clearwater Analytics is seeking a Client Servicing Associate in its SLAM division in Boise, Idaho. You will partner with some of Clearwater’s largest, most sophisticated clients across asset management and insurance verticals to manage daily relationships and bespoke reporting.

You will use AI-enabled tooling to streamline processing, support onboarding, portfolio transitions, reconciliations, and data validation, while collaborating across product, billing, and sales to drive client success.

Qualifications

• Bachelor’s degree required.
• 1+ years of relevant experience.
• Excellent attention to detail and organizational skills.
• Strong communicator with confidence.
• Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

Responsibilities

• Serve as primary contact for client inquiries across accounting, reporting, and workflows.
• Manage day-to-day servicing for multiple client entities with clear communication.
• Investigate and resolve issues using Clearwater tooling.
• Perform account setup, month-end closures, reconciliations, and data validation.
• Navigate multi-custodian, multi-portfolio, multi-currency environments.
• Support onboarding, portfolio transitions, and custom reporting projects.
• Identify trends, issues, and product gaps; document scalable best practices.

Skills

Attention to detail

Communication

Ownership mindset

Fast-paced environment

Education

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

Tools

Microsoft Excel

Salesforce

AI applications

Salesforce CRM

Job description

As a Client Servicing Associate in Clearwater’s Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater’s largest, most sophisticated, and fastest-evolving clients — spanning both asset management and insurance verticals.

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 including PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.

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

You will also leverage AI-enabled tooling to streamline processing, accelerate resolution, and identify scalable process improvements.

Key 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.

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 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 communicator with confidence
• Strong ownership mindset and instinct for delivering excellent client outcomes.
• Comfortable in a fast-paced, high-expectation environment where priorities evolve quickly.
• Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

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.