Client Success Partner — Asset Management & Operations

Clearwater Analytics; Chicago, Northern (IL, KY); Hybrid; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

401(k)

PTO

Parental leave

Medical leave

STD/LTD insurance

Job summary

Clearwater Analytics’ SLAM division seeks a Client Servicing Associate to be a trusted partner to large, sophisticated clients across asset management and insurance. You’ll manage day-to-day relationships across complex portfolios, multi-entity structures, and bespoke reporting.

You will gain exposure to tools like PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows while collaborating with cross-functional teams to deliver a seamless client

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• 1+ years of relevant experience (reconciliation, accounting, or finance).
• 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 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

Communication skills

Ownership mindset

Fast-paced

Education

Bachelor's in Finance/Accounting

Tools

Microsoft Excel

Salesforce

Job description

Clearwater Analytics’ SLAM division seeks a Client Servicing Associate to be a trusted partner to large, sophisticated clients across asset management and insurance. You’ll manage day-to-day relationships across complex portfolios, multi-entity structures, and bespoke reporting.

You will gain exposure to tools like PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows while collaborating with cross-functional teams to deliver a seamless client