As a Lead Client Servicing Associate in Clearwater’s Strategic and Large Asset Management (SLAM) division, you will support some of Clearwater’s largest, most sophisticated, and fastest-evolving clients. While the client base sits within asset management, a significant proportion of the underlying end-clients are insurers giving you exposure to the operating models, reporting demands, and investment priorities across two major institutional verticals in one role.

You will become a trusted day-to-day partner to clients operating across complex portfolios, multi-entity structures, bespoke reporting requirements, and high expectations for service quality. Just as importantly, you will gain broad exposure to Clearwater’s expanding platform footprint including newer tools and capabilities such as PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting reporting, Recon Insight, file delivery (BOS) workflows, and related servicing tooling.

This role is ideal for someone who wants to deepen their career at the intersection of client partnership, investment operations, product knowledge, commercial growth and process innovation. You will develop highly transferable skills in project oversight, relationship management, stakeholder communication, and cross-functional delivery all while working closely with teams across Alternatives, Recon, Product, Billing, Sales and Global Delivery to deliver a seamless client experience.

You will also have the opportunity to leverage AI-enabled tooling to help streamline processing, accelerate investigation and resolution, and identify smarter, more scalable process improvements across the client servicing model.

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.

Key Responsibilities

• 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.

What You Will Build in This Role

This role offers the opportunity to develop:

• Project oversight and ownership - coordinating workstreams, 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.

Qualifications

• 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.