Skip to main content
McCarthy Search

Client Servicing Associate - Asset Management

L5

clearwater analyticsChicago, IL3 days ago

$54,000.00 - $70,000.00

Occupations

Bookkeeping, Accounting, and Auditing ClerksFinancial Clerks, All OtherFinancial Specialists, All Other

Industries

Portfolio Management and Investment AdviceOther Management Consulting ServicesAdministrative Management and General Management Consulting Services
Client Servicing Associate As a Client Servicing Associate in Clearwater's Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater's largest, most sophisticated, and fastest-evolving clients — spanning both asset management and insurance verticals. You will own day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting requirements, while gaining broad exposure to Clearwater's platform including PRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows. This role suits someone who wants to grow at the intersection of client partnership, investment operations, product knowledge, and process innovation — working across Alternatives, Reconciliation, Product, Billing, Sales, and Global Delivery to deliver a seamless client experience. You will also leverage AI-enabled tooling to streamline processing, accelerate resolution, and identify scalable process improvements.
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.
  • 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.
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.
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). The Company reserves the right to modify this pay range at any time. For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits. Clearwater Analytics is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Salary

$54,000.00 - $70,000.00

Location

Chicago, IL

Occupation

Bookkeeping, Accounting, and Auditing Clerks

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

To get sharper similar jobs, create your profile using the link below.

Create profile