Client Servicing Associate - Asset Management

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.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• 1+ years of relevant experience (reconciliation, accounting, or finance).
• Excellent attention to detail, documentation, and organizational skills.
• Strong communicator with confidence.
• Strong ownership mindset and instinct for delivering excellent client outcomes.
• Comfortable in a fast-paced, high-expectation environment where priorities evolve quickly.
• Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

Pay

Salary Range: $54,000.00 - $70,000.00

This is the pay range the Company believes it will pay for this position at the time of this posting. Consistent with applicable law, compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living).

Benefits

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits