Lead Client Servicing Associate

Why This Role Stands Out

• Work on strategic, high-profile clients with complex books of business and meaningful visibility across Clearwater.
• Gain exposure to both asset management and insurance use cases, building a broader market perspective than most servicing roles.
• Build hands‑on knowledge across a wide suite of Clearwater tools and newer product capabilities, including LPx and MLx which sit within the Alternatives space.
• Develop skills that travel well into future roles in service delivery, relationship management, implementations, project leadership, product partnership, and commercial strategy.
• Play an active part in client growth and expansion, support prospecting activity and helping clients broaden their Clearwater footprint as their businesses scale.

• Act as a primary point of contact for client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows while becoming a trusted day-to-day partner and extension of the client.
• Deliver timely, accurate, and thoughtful support to sophisticated institutional clients with complex structures, bespoke requirements, and high service expectations.
• Manage day-to-day servicing across multiple client entities, ensuring strong execution, follow-through, and clear communication.
• Use Clearwater front & back‑office tooling to investigate issues and resolve inquiries efficiently.
• Support clients across the broad set of Clearwater capabilities all while helping them maximize value from the Clearwater partnership.
• Perform operational activities such as account setup, month end lockdowns, reconciliations, compliance‑related tasks, and validation of investment data.
• Navigate multi‑custodian, multi‑portfolio, multi‑currency environments with a strong focus on data quality, control, and auditability.
• Coordinate across internal teams including Product, Data, Recon, Billing, Global Delivery, Implementation, and Sales to deliver a cohesive client experience and keep work moving without handoff gaps.
• Support client projects and initiatives such as onboarding activity, portfolio transitions, custom reporting requests, process improvements, and other strategic change work.
• Identify themes, recurring issues, and product gaps; contribute to documentation, service improvements, and scalable best practices.
• Contribute to training, coaching, and oversight of junior team members where appropriate.

This role offers the opportunity to develop:

• Project oversight and ownership - coordinating work streams, managing action items, and driving delivery across multiple stakeholders.
• Relationship management - building credibility with sophisticated clients and becoming a dependable day‑to‑day partner.
• Cross‑functional leadership - working across servicing, recon, product, delivery, billing, and sales teams to solve problems and move initiatives forward.
• Commercial awareness - understanding how servicing excellence supports retention, growth, and broader client strategy.
• Rounded platform knowledge - gaining exposure to a broader suite of Clearwater tools than many traditional servicing roles.

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent experience.
• 2+ years prior experience in finance and/or accounting, ideally in investment, insurance, or institutional servicing environments.
• Experience supporting large institutional clients strongly preferred.
• Strong computer skills with proficiency in Microsoft Office, especially Excel;
  Salesforce experience preferred.
• Excellent attention to detail, documentation, and organizational skills.
• Strong verbal and written communication skills, with confidence engaging a broad range of stakeholders.
• Proven problem‑solving ability, strong ownership mindset, and an instinct for delivering excellent client outcomes.
• Thrives in a fast‑paced, high‑expectation environment where priorities can evolve quickly.
• While preferred, working knowledge of AI applications and Salesforce CRM.