Lead Client Servicing Associate - Asset Management

About this role

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.

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