Lead Client Servicing Associate - Asset Managment

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.
• 2+ years of directly applicable experience (reconciliation, accounting, or finance).
• Excellent attention to detail, documentation, and organizational skills.
• Strong communicator with confidence engaging a broad range of stakeholders.
• Strong ownership mindset and instinct for delivering excellent client outcomes.
• Comfortable in a fast-paced, high-expectation environment where priorities evolve quickly.
• Experience supporting large institutional clients strongly preferred.
• Proficiency in Microsoft Office (Excel); Salesforce experience preferred.
• Familiarity with AI applications and Salesforce CRM preferred.

What You Will Build in This Role

• Project oversight — coordinating workstreams, managing action items, and driving delivery across stakeholders.
• Relationship management — building credibility with sophisticated clients as a dependable day-to-day partner.
• Cross-functional leadership — solving problems and moving initiatives forward across servicing, recon, product, delivery, billing, and sales.
• Commercial awareness — understanding how servicing excellence drives retention, growth, and client strategy.
• Platform breadth — broader Clearwater tool exposure than most traditional servicing roles.