Senior Client Services Lead - Asset Management

Clearwater Analytics India; Boise (ID); Presencial; USD 70.000 - 100.000; Tempo integral

Resumo da vaga

Clearwater is seeking a Lead Client Servicing Associate in the SLAM division to manage day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting.

You will coordinate onboarding, reporting, reconciliation, and data validation, leveraging AI-enabled tools and Clearwater platforms to deliver accurate, timely client outcomes.

Collaborate with cross-functional teams and guide junior staff while maintaining a strong client-focused mindset.

Qualificações

• 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.
• Experience supporting large institutional clients strongly preferred.
• Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

Responsabilidades

• 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.

Conhecimentos

Reconciliation

Accounting

Finance

Attention to detail

Communication

Formação

Bachelor's degree in Finance, Accounting, Economics, Business, or equivalent

Ferramentas

Microsoft Excel

Salesforce

Descrição da vaga

Clearwater is seeking a Lead Client Servicing Associate in the SLAM division to manage day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting.

You will coordinate onboarding, reporting, reconciliation, and data validation, leveraging AI-enabled tools and Clearwater platforms to deliver accurate, timely client outcomes.

Collaborate with cross-functional teams and guide junior staff while maintaining a strong client-focused mindset.