Lead Client Servicing Associate

Clearwater Analytics; Boise (ID); On-site; USD 70,000 - 90,000; Full time

Job summary

Clearwater Analytics in Boise seeks an energetic Client Services Associate to support sophisticated institutional clients with complex books of business. You will partner across investment accounting, reporting, reconciliations, and platform usage, delivering timely, accurate support and maintaining high service expectations.

Responsibilities include account setup, month-end close, multi-custodian workflows, and coordinating with Product, Data, Billing, and Sales to ensure a cohesive client

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 2+ years experience in finance and/or accounting in institutional servicing.
• Experience supporting large institutional clients preferred.
• Proficient in Microsoft Excel; Salesforce experience preferred.
• Excellent attention to detail, documentation, and organizational skills.
• Strong verbal and written communication with stakeholders.
• Problem-solving mentality with ownership of outcomes.
• Thrives in a fast-paced environment; AI familiarity a plus.

Responsibilities

• Act as a primary point of contact for client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows while becoming a trusted day-to-day partner and extension of the client.
• Deliver timely, accurate, and thoughtful support to sophisticated institutional clients with complex structures, bespoke requirements, and high service expectations.
• Manage day-to-day servicing across multiple client entities, ensuring strong execution, follow-through, and clear communication.
• Use Clearwater front & back-office tooling to investigate issues and resolve inquiries efficiently.
• Support clients across the broad set of Clearwater capabilities all while helping them maximize value from the Clearwater partnership.
• Perform operational activities such as account setup, month end lockdowns, reconciliations, compliance‑related tasks, and validation of investment data.
• Navigate multi‑custodian, multi‑portfolio, multi‑currency environments with a strong focus on data quality, control, and auditability.
• Coordinate across internal teams including Product, Data, Recon, Billing, Global Delivery, Implementation, and Sales to deliver a cohesive client experience and keep work moving without handoff gaps.
• Support client projects and initiatives such as onboarding activity, portfolio transitions, custom reporting requests, process improvements, and other strategic change work.
• Identify themes, recurring issues, and product gaps; contribute to documentation, service improvements, and scalable best practices.
• Contribute to training, coaching, and oversight of junior team members where appropriate.

Skills

Attention to detail

Communication

Problem-solving

Ownership mindset

Fast-paced environment

Salesforce

Excel

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Excel

Salesforce

Job description

Why This Role Stands Out

• Work on strategic, high-profile clients with complex books of business and meaningful visibility across Clearwater.
• Gain exposure to both asset management and insurance use cases, building a broader market perspective than most servicing roles.
• Build hands‑on knowledge across a wide suite of Clearwater tools and newer product capabilities, including LPx and MLx which sit within the Alternatives space.
• Develop skills that travel well into future roles in service delivery, relationship management, implementations, project leadership, product partnership, and commercial strategy.
• Play an active part in client growth and expansion, support prospecting activity and helping clients broaden their Clearwater footprint as their businesses scale.

Key Responsibilities

• Act as a primary point of contact for client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows while becoming a trusted day-to-day partner and extension of the client.
• Deliver timely, accurate, and thoughtful support to sophisticated institutional clients with complex structures, bespoke requirements, and high service expectations.
• Manage day-to-day servicing across multiple client entities, ensuring strong execution, follow-through, and clear communication.
• Use Clearwater front & back‑office tooling to investigate issues and resolve inquiries efficiently.
• Support clients across the broad set of Clearwater capabilities all while helping them maximize value from the Clearwater partnership.
• Perform operational activities such as account setup, month end lockdowns, reconciliations, compliance‑related tasks, and validation of investment data.
• Navigate multi‑custodian, multi‑portfolio, multi‑currency environments with a strong focus on data quality, control, and auditability.
• Coordinate across internal teams including Product, Data, Recon, Billing, Global Delivery, Implementation, and Sales to deliver a cohesive client experience and keep work moving without handoff gaps.
• Support client projects and initiatives such as onboarding activity, portfolio transitions, custom reporting requests, process improvements, and other strategic change work.
• Identify themes, recurring issues, and product gaps; contribute to documentation, service improvements, and scalable best practices.
• Contribute to training, coaching, and oversight of junior team members where appropriate.

What You Will Build in This Role

This role offers the opportunity to develop:

• Project oversight and ownership - coordinating workstreams, managing action items, and driving delivery across multiple stakeholders.
• Relationship management - building credibility with sophisticated clients and becoming a dependable day‑to‑day partner.
• Cross‑functional leadership - working across servicing, recon, product, delivery, billing, and sales teams to solve problems and move initiatives forward.
• Commercial awareness - understanding how servicing excellence supports retention, growth, and broader client strategy.
• Rounded platform knowledge - gaining exposure to a broader suite of Clearwater tools than many traditional servicing roles.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent experience.
• 2+ years prior experience in finance and/or accounting, ideally in investment, insurance, or institutional servicing environments.
• Experience supporting large institutional clients strongly preferred.
• Strong computer skills with proficiency in Microsoft Office, especially Excel; Salesforce experience preferred.
• Excellent attention to detail, documentation, and organizational skills.
• Strong verbal and written communication skills, with confidence engaging a broad range of stakeholders.
• Proven problem‑solving ability, strong ownership mindset, and an instinct for delivering excellent client outcomes.
• Thrives in a fast‑paced, high‑expectation environment where priorities can evolve quickly.
• While preferred, working knowledge of AI applications and Salesforce CRM.