What are the responsibilities and job description for the Lead Client Servicing Associate - Asset Management position at Clearwater Analytics?
As aLead Client Servicing Associatein Clearwater'sStrategic and Large Asset Management (SLAM)division, you will be a trusted partner to some of Clearwater'slargest, most sophisticated, and fastest-evolving clients- spanning bothasset management and insuranceverticals.
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 includingPRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.
This role suits someone who wants to grow at the intersection ofclient partnership, investment operations, product knowledge, and process innovation- working acrossAlternatives, Reconciliation, Product, Billing, Sales, and Global Deliveryto deliver a seamless client experience.
You will also leverageAI-enabled toolingto streamline processing, accelerate resolution, and identify scalable process improvements.
Key Responsibilities
Serve as primary point of contactfor client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows.
Manage day-to-day servicingacross multiple client entities with strong execution, follow-through, and clear communication.
Investigate and resolve issuesusing 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 projectsincluding 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 degreein 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 communicatorwith confidence engaging a broad range of stakeholders.
Strong ownership mindsetand instinct for delivering excellent client outcomes.
Comfortable in a fast-paced, high-expectation environmentwhere priorities evolve quickly.
Experience supporting large institutional clientsstrongly preferred.
Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
Familiarity with AI applications and Salesforce CRMpreferred.
Salary Range: $62,000 - $85,000 DOE
Salary : $62,000 - $85,000