Lead Client Servicing Associate

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. 

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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