Account Manager - Asset Management

Key Responsibilities

• Serve as the primary point of contact for your clients owning the relationship from daily users to executive decision-makers and ensuring every touchpoint reflects Clearwater’s commitment to service excellence.
• Become a dependable partner for clients, addressing questions, escalations, strategic guidance, and platform adoption.
• Run regular client service reviews and engagement check-ins, maintaining visibility at both the operational and senior stakeholder levels.
• Own client escalations end-to-end, coordinating swift, clear resolution across internal teams while keeping clients informed throughout.

Client Health & Delight

• Maintain and monitor overall client health, tracking satisfaction, service delivery quality, and engagement across your portfolio.
• Proactively identify risks to client satisfaction or retention and take action before issues escalate.
• Achieve accurate and on-time delivery of daily, monthly, quarterly, and annual reporting and operational services.
• Aggregate client feedback and channel insights back to Product, Operations, and leadership to improve the Clearwater offering.
• Track and report on key service health indicators including client satisfaction scores, service acknowledgement and resolution times, on-time delivery, and revenue retention.

Operational Delivery

• Investigate and resolve client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows using Clearwater’s front- and back-office tooling.
• Perform operational activities including account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.
• Navigate complex multi-custodian, multi-portfolio, and multi-currency environments with a sharp focus on data quality and auditability.
• Support client projects including onboarding, portfolio transitions, custom reporting, and process improvement initiatives.

Growth & Continuous Improvement

• Identify opportunities to expand the client’s use of Clearwater’s platform, collaborating with Sales to support retention and organic growth.
• Spot recurring themes, product gaps, and process inefficiencies; contribute to documentation and scalable best practices.
• Stay current on Clearwater product enhancements and industry developments to provide informed, proactive guidance to clients.