Client Success Associate — Investment Ops & AI Tools

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

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.