As a Lead Client Servicing Associate in Clearwater’s Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater’s largest, most sophisticated, and fastest-evolving clients — spanning both asset management and insurance verticals.
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 including PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.
This role suits someone who wants to grow at the intersection of client partnership, investment operations, product knowledge, and process innovation — working across Alternatives, Reconciliation, Product, Billing, Sales, and Global Delivery to deliver a seamless client experience.
You will also leverage AI-enabled tooling to streamline processing, accelerate resolution, and identify scalable process improvements.
Key Responsibilities
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.
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 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.
Strong ownership mindset and instinct for delivering excellent client outcomes.
Comfortable in a fast-paced, high-expectation environment where priorities evolve quickly.
Experience supporting large institutional clients strongly preferred.
Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
Familiarity with AI applications and Salesforce CRM preferred.
Skills Required
- Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts
- Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred
- Prior experience in finance and/or accounting
- Strong computer skills, including proficiency in Microsoft Office
- Excellent attention to detail and strong documentation skills
- Outstanding verbal and written communication skills
- Strong organizational and interpersonal skills
- Exceptional problem-solving abilities
What the Team is Saying
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Clearwater Analytics (CWAN) Compensation & Benefits Highlights
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Retirement Support — A company 401(k) match with immediate vesting is consistently included alongside tax‑advantaged accounts. This indicates reliable long‑term savings support as part of the package.
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Equity Value & Accessibility — Equity participation is available through an employee stock purchase plan, with RSUs included for some roles. This adds ownership potential beyond base pay and bonus.
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Leave & Time Off Breadth — Paid time off is available from day one with a baseline around three weeks, plus company holidays and volunteer time. Flexible elements like work‑from‑home Fridays and limited “work from anywhere” periods broaden practical time‑off utility.
Clearwater Analytics (CWAN) Insights
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.
