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Lead Client Servicing Associate – Asset Management
Clearwater AnalyticsLead client servicing for Clearwater Analytics’ cloud-native investment management platform serving institutional investors. Managing complex portfolios, reporting, reconciliations, and cross-functional delivery.
Posted 8/10/2026full-timeBoise • Idaho, Illinois • 🇺🇸 United StatesSenior💰 $62,000 - $85,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment accounting, reconciliation, and client servicing, with a strong focus on data quality and process improvement. Proficient in leveraging AI-enabled tools and managing complex client relationships in fast-paced environments.
Highest-signal resume keywords
Investment AccountingReconciliationClient Relationship ManagementMicrosoft Excel ProficiencyAI Application Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ReconciliationInvestment Data ValidationCompliance TasksAccount SetupMonth-End Lockdowns
Soft Skills
Attention to DetailOrganizational SkillsStrong Communication SkillsOwnership Mindset
Tools & Technologies
Clearwater ToolingSalesforce CRMMicrosoft Office
Industry Keywords
Multi-Custodian EnvironmentMulti-Portfolio ManagementMulti-Currency TransactionsProcess Improvement InitiativesInstitutional Clients
About the role
Key responsibilities & impact- 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.
- Investigate and resolve issues using Clearwater front- and back-office tooling.
- Perform account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.
- Navigate multi-custodian, multi-portfolio, and multi-currency environments with a focus on data quality and auditability.
- Support onboarding, portfolio transitions, custom reporting, and process improvement initiatives.
- Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.
- Coordinate project workstreams, manage action items, and drive delivery across stakeholders.
- Build client relationships and credibility with sophisticated clients.
- Lead cross-functional problem-solving across servicing, reconciliation, product, delivery, billing, and sales.
- Leverage AI-enabled tooling to streamline processing, accelerate resolution, and identify scalable process improvements.
Requirements
What you’ll need- Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
- 2+ years of directly applicable experience in reconciliation, accounting, or finance.
- Excellent attention to detail, documentation, and organizational skills.
- Strong communication skills and confidence engaging a broad range of stakeholders.
- Strong ownership mindset and focus on excellent client outcomes.
- Comfortable in a fast-paced, high-expectation environment with evolving priorities.
- Experience supporting large institutional clients strongly preferred.
- Proficiency in Microsoft Office, especially Excel.
- Salesforce experience preferred.
- Familiarity with AI applications and Salesforce CRM preferred.
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account Clearwater Analytics Website LinkedIn All Job Openings 1001 - 5000 employees 🏥 Healthcare 💼 Consulting 📦 Logistics Healthcare
- Consulting
- Logistics Clearwater Analytics is a company that specializes in providing comprehensive cybersecurity and compliance solutions specifically tailored for the healthcare sector. With over two decades of experience, Clearwater offers a unique blend of managed security service provider (MSSP) capabilities, managed cloud services, consulting, assessments, and compliance software. Their expertise extends to hospitals, health systems, physician practice management groups, digital health, medical devices, and healthcare investors. Clearwater Analytics focuses on helping healthcare organizations navigate complex cybersecurity threats and achieve compliance with key regulations such as HIPAA, HITRUST, and SOC 2. Their award-winning software and tailored services aim to create a secure, compliant, and resilient posture for healthcare businesses. Lead Client Servicing Associate – Asset Management 🔥 1 minute ago 🏢 Boise – Onsite 💵 $62k - $85k / year ⏰ Full Time 🟠 Senior ✨ Associate 🦅 H1B Visa Sponsor Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- 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.
- Investigate and resolve issues using Clearwater front- and back-office tooling.
- Perform account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.
- Navigate multi-custodian, multi-portfolio, and multi-currency environments with a focus on data quality and auditability.
- Support onboarding, portfolio transitions, custom reporting, and process improvement initiatives.
- Identify trends, recurring issues, and product gaps; contribute to documentation and scalable best practices.
- Coordinate project workstreams, manage action items, and drive delivery across stakeholders.
- Build client relationships and credibility with sophisticated clients.
- Lead cross-functional problem-solving across servicing, reconciliation, product, delivery, billing, and sales.
- Leverage AI-enabled tooling to streamline processing, accelerate resolution, and identify scalable process improvements. 🎯 Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
- 2+ years of directly applicable experience in reconciliation, accounting, or finance.
- Excellent attention to detail, documentation, and organizational skills.
- Strong communication skills and confidence engaging a broad range of stakeholders.
- Strong ownership mindset and focus on excellent client outcomes.
- Comfortable in a fast-paced, high-expectation environment with evolving priorities.
- Experience supporting large institutional clients strongly preferred.
- Proficiency in Microsoft Office, especially Excel.
- Salesforce experience preferred.
- Familiarity with AI applications and Salesforce CRM preferred. Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates About us Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs