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Client Servicing Associate - Asset Management at Clearwater Analytics

Compensation · Listed in posting

$54,000 – $70,000/yr

Location
Chicago, Illinois · Boise, Idaho
Type
Full-time
Level
entry
Posted

Description

Clearwater Analytics is hiring a Client Servicing Associate for its Strategic and Large Asset Management division in Clearwater. The role serves as a primary client contact for investment accounting, reporting, reconciliation, platform usage, and operational workflows; manages multi-entity client relationships; resolves issues using Clearwater tools; performs account setup, month-end lockdowns, reconciliations, compliance, and data validation; and supports onboarding, portfolio transitions, custom reporting, and process improvement. The position requires a bachelor’s degree or equivalent experience, at least one year of relevant experience, strong communication and organizational skills, Microsoft Office proficiency, and familiarity with AI applications and Salesforce CRM. The salary range is $54,000 to $70,000, with health, vision, dental, retirement, leave, and insurance benefits.

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