Client Servicing Associate

Posted 3 Hours Ago
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Frankfurt am Main, Hessen, DEU
Hybrid
Entry level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
Manage relationships with institutional investment clients, resolve enquiries, support investment accounting and reporting needs, validate financial data, reconcile transactions, and handle account setup, compliance, and operational tasks. The role requires strong communication, organization, attention to detail, problem-solving, and German and English fluency while supporting clients on Clearwater’s SaaS platform.
Summary Generated by Built In

About the Opportunity

Clearwater is experiencing exceptional growth across the DACH region, with a rapidly expanding client base. As we deepen our footprint in one of Europe’s most sophisticated investment markets, we continue to build out a dedicated local team - and this role sits right at the heart of that expansion. We're looking for Client Servicing Associates to join our EMEA team and help us deliver a world-class service to some of the region's most sophisticated investors.

This is a fantastic opportunity to sit at the heart of the client experience. You'll work directly with clients (asset managers, insurers, pension funds and more), resolving enquiries, validating data, and helping their investment operations run smoothly on Clearwater's leading SaaS platform.

Whether you're a recent graduate eager to launch your career in fintech, or an experienced professional with a background in investment accounting or client servicing, we'd love to hear from you.

We've recently opened a brand-new office in Frankfurt's Opernturm, home to a brilliant and rapidly growing local team, a clear signal of our long-term commitment to the DACH market, where a growing number of organisations are choosing our cloud-native, front-to-back platform for investment management.

What You'll Do

  • Manage the day-to-day relationship with a portfolio of Clearwater's global clients, becoming a trusted point of contact for their investment accounting, reporting, and analytics needs.

  • Respond to client enquiries across investment accounting, asset classes and financial markets, delivering clear, accurate answers that build confidence in the platform.

  • Deliver timely and accurate information on Financial Statements and Analytics Reporting, keeping clients informed and reassured.

  • Handle core operational tasks, such as account set-up, client lockdowns, compliance and reconciliation validation, with precision and care.

  • Validate investment data against third-party market sources, using Clearwater's proprietary tools to reconcile transactions accurately.

  • Get hands-on with our knowledge base and internal resources, proactively solving client queries before they become bigger problems.

  • Juggle a busy workload with confidence, prioritising by productivity and quality metrics so the most important work always gets done first.

  • Take on team and client-related projects that stretch your skills and connect you with colleagues across Clearwater.

What We're Looking For

We welcome applicants from a wide range of backgrounds. You might come from accounting, finance, or a related discipline, or bring hands-on experience in investment operations. What matters most is your curiosity, client focus, and drive to deliver.

  • A basic understanding of financial markets and/or core accounting concepts.

  • Finance and/or accounting internship experience preferred

  • Strong computer skills, including confidence with Microsoft Office.

  • Excellent attention to detail and strong documentation skills.

  • Outstanding verbal and written communication skills.

  • Strong organisational and interpersonal skills.

  • An exceptional problem-solving mindset, calm under pressure.

  • A Bachelor's degree or higher in Finance, Accounting, Economics, Maths, or related discipline

  • Business fluency in German and English

Why Clearwater Analytics?

  • Be part of a high-growth, global fintech that's transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets.

  • Join a collaborative, supportive EMEA team with real opportunities for career development.

  • Work with leading institutional clients across the DACH region and beyond.

  • Competitive compensation, comprehensive benefits, and a culture that values your contribution and provides real opportunity to build a career.

Skills Required

  • Basic understanding of financial markets and/or core accounting concepts
  • Strong computer skills, including confidence with Microsoft Office
  • Excellent attention to detail and strong documentation skills
  • Outstanding verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Exceptional problem-solving mindset and ability to remain calm under pressure
  • Bachelor’s degree or higher in Finance, Accounting, Economics, Mathematics, or a related discipline
  • Business fluency in German and English
  • Finance and/or accounting internship experience

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
Clearwater Analytics (CWAN)
Souvik Das
Sandeep Sahai

Clearwater Analytics (CWAN) Compensation & Benefits Highlights

  • Healthcare Strength Employer-provided medical, dental, and vision coverage is consistently listed in current job postings, with disability insurance also referenced. Feedback suggests these core health benefits are solid even if plan richness is not portrayed as top-tier across sources.
  • Retirement Support A 401(k) plan with employer matching is consistently cited in company and employer-verified materials. This reliable match supports long-term savings and is presented as a standard component of total rewards.
  • Leave & Time Off Breadth Immediate eligibility for paid time off, holidays, and volunteer time, along with parental leave, appears across job postings. This breadth of leave options provides practical flexibility from day one.

Clearwater Analytics (CWAN) Insights

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The Company
HQ: Boise, ID
1,100 Employees
Year Founded: 2004

What We Do

CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.

Why Work With Us

We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices

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Clearwater Analytics (CWAN) Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQBoise, ID
Bengaluru, Karnataka
Chicago, IL
Dublin, IE
Hong Kong, 23/F, Man Yee Building
London, GB
Mumbai, Maharashtra
New York, NY
Singapore
Sydney
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