Strategic Client Services Associate — Asset Management

Clearwater Analytics; Boise (ID); On-site; USD 54,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO

Parental leave

Job summary

Clearwater Analytics is seeking a Client Servicing Associate in its SLAM division in Boise, Idaho. You will partner with some of Clearwater’s largest, most sophisticated clients across asset management and insurance verticals to manage daily relationships and bespoke reporting.

You will use AI-enabled tooling to streamline processing, support onboarding, portfolio transitions, reconciliations, and data validation, while collaborating across product, billing, and sales to drive client success.

Qualifications

• Bachelor’s degree required.
• 1+ years of relevant experience.
• Excellent attention to detail and organizational skills.
• Strong communicator with confidence.
• Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

Responsibilities

• Serve as primary contact for client inquiries across accounting, reporting, and workflows.
• Manage day-to-day servicing for multiple client entities with clear communication.
• Investigate and resolve issues using Clearwater tooling.
• Perform account setup, month-end closures, reconciliations, and data validation.
• Navigate multi-custodian, multi-portfolio, multi-currency environments.
• Support onboarding, portfolio transitions, and custom reporting projects.
• Identify trends, issues, and product gaps; document scalable best practices.

Skills

Attention to detail

Communication

Ownership mindset

Fast-paced environment

Education

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

Tools

Microsoft Excel

Salesforce

AI applications

Salesforce CRM

Job description

Clearwater Analytics is seeking a Client Servicing Associate in its SLAM division in Boise, Idaho. You will partner with some of Clearwater’s largest, most sophisticated clients across asset management and insurance verticals to manage daily relationships and bespoke reporting.

You will use AI-enabled tooling to streamline processing, support onboarding, portfolio transitions, reconciliations, and data validation, while collaborating across product, billing, and sales to drive client success.