Own day-to-day relationships with sophisticated asset management and insurance clients. Manage inquiries, account setup, reconciliations, month-end processes, compliance tasks, data validation, onboarding, portfolio transitions, reporting, and process improvements. Coordinate across servicing, product, delivery, billing, sales, and reconciliation teams while resolving issues through Clearwater tools, improving documentation, and identifying scalable operational solutions.
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 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.
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