Lead Client Servicing Associate - Asset Management

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 Th is 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.