Client Servicing Associate - Asset Management

Clearwater Analytics; Chicago (IL); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance benefits

Job summary

Clearwater Analytics is seeking a Client Servicing Associate in its Strategic and Large Asset Management division. You will own day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting requirements, leveraging tools like PRISM and BOS workflows.

You will grow at the intersection of client partnership, investment operations, product knowledge, and process innovation while supporting onboarding, reconciliations, and client transitions.

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, ownership mindset, and client outcomes focus.
• 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.

Responsibilities

• Serve as primary point of contact for client inquiries across accounting and reporting.
• Manage day-to-day servicing across multiple client entities with strong execution and communication.
• Investigate and resolve issues using Clearwater front- and back-office tooling.
• Perform account setup, month-end lockdowns, reconciliations, compliance tasks, and data validation.
• Navigate multi-custodian, multi-portfolio, multi-currency environments focusing on data quality.
• Support client projects including onboarding, portfolio transitions, and custom reporting.
• Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.

Skills

Attention to detail

Communication

Documentation

Organizational skills

Ownership mindset

Education

Bachelor's degree in Finance

Tools

Excel

Salesforce

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 insurance
• vision insurance
• dental insurance
• 401(k)
• PTO
• parental leave
• 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.

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry's most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater's single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com. Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.