Client Servicing Associate: Investment Ops & AI Tools

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) plan

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics in Boise, Idaho, is seeking a Client Servicing Associate in its SLAM division to partner with sophisticated clients across asset management and insurance verticals.

You will own day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting, while gaining exposure to PRISM, Enhanced Statements, Income Forecast Tool, and more. This role blends client partnership with operations and process innovation.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• 1+ years of relevant reconciliation, accounting, or finance experience.
• Excellent attention to detail and strong organizational skills.
• Strong communication and ownership mindset.
• Proficiency in Microsoft Office; Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

Responsibilities

• Serve as primary point of contact for client inquiries across investments and reporting.
• Manage day-to-day servicing across multiple client entities.
• Investigate and resolve issues using front- and back-office tooling.
• Perform account setup, month-end close, reconciliations, and data validation.
• Navigate multi-custodian, multi-portfolio, multi-currency environments.
• Support onboarding, transitions, reporting, and process improvements.
• Identify trends and contribute to scalable best practices.

Skills

Attention to detail

Communication

Ownership mindset

Adaptability

Microsoft Excel

Salesforce

AI familiarity

Education

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

Tools

Salesforce

Microsoft Excel

Job description

Clearwater Analytics in Boise, Idaho, is seeking a Client Servicing Associate in its SLAM division to partner with sophisticated clients across asset management and insurance verticals.

You will own day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting, while gaining exposure to PRISM, Enhanced Statements, Income Forecast Tool, and more. This role blends client partnership with operations and process innovation.