Senior Client Servicing Lead - AI-Driven Ops for Institutions

Clearwater Analytics, LLC; Boise (ID); On-site; USD 65,000 - 85,000; Full time

Job summary

Clearwater Analytics, LLC is seeking a Lead Client Servicing Associate in Boise, Idaho, to manage day-to-day client relationships across complex portfolios. The ideal candidate will have a Bachelor's in Finance, 2+ years of experience in finance or reconciliation, and strong organizational skills.

This role involves being the primary contact for client inquiries, ensuring data quality, and supporting client projects. Proficiency in Microsoft Office, especially Excel, and familiarity with Salesforce are preferred.

Qualifications

• 2+ years of directly applicable experience in reconciliation, accounting, or finance.
• Strong communicator with confidence engaging a broad range of stakeholders.
• Experience supporting large institutional clients strongly preferred.

Responsibilities

• Serve as primary point of contact for client inquiries and manage day-to-day servicing.
• Perform operational activities including account setup, reconciliations, and compliance tasks.
• Identify trends and contribute to documentation and scalable best practices.

Skills

Reconciliation

Communication

Attention to detail

Organizational skills

Ownership mindset

Education

Bachelor’s degree in Finance, Accounting, Economics, Business

Tools

Microsoft Office (Excel)

Salesforce

Job description

Clearwater Analytics, LLC is seeking a Lead Client Servicing Associate in Boise, Idaho, to manage day-to-day client relationships across complex portfolios. The ideal candidate will have a Bachelor's in Finance, 2+ years of experience in finance or reconciliation, and strong organizational skills.

This role involves being the primary contact for client inquiries, ensuring data quality, and supporting client projects. Proficiency in Microsoft Office, especially Excel, and familiarity with Salesforce are preferred.