Lead Client Servicing Associate - Asset Management

Clearwater Analytics; Boise (ID); On-site; USD 90,000 - 120,000; Full time

Job summary

Clearwater Analytics leads in cloud-native investment management, serving large institutional clients across asset management and insurance sectors. As Lead Client Servicing Associate in the SLAM division, you will manage day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting while leveraging data-driven tools to streamline processes.

You will collaborate across teams including reconciliation, product, billing, and sales to deliver a seamless

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• 2+ years of directly applicable experience (reconciliation, accounting, or finance).
• Excellent attention to detail, documentation, and organizational skills.
• Strong communicator with confidence engaging a broad range of stakeholders.
• Strong ownership mindset and instinct for delivering excellent client outcomes.
• Comfortable in a fast-paced, high-expectation environment where priorities evolve quickly.
• Experience supporting large institutional clients strongly preferred.
• 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

Strong communication

Ownership mindset

Cross-functional collaboration

Client relationship management

Education

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

Tools

Microsoft Excel

Salesforce CRM

Job description

As a Lead 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.
• 2+ years of directly applicable experience (reconciliation, accounting, or finance).
• Excellent attention to detail, documentation, and organizational skills.
• Strong communicator with confidence engaging a broad range of stakeholders.
• Strong ownership mindset and instinct for delivering excellent client outcomes.
• Comfortable in a fast-paced, high-expectation environment where priorities evolve quickly.
• Experience supporting large institutional clients strongly preferred.
• Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

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. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. 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. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we’re looking for.