Hiring: Client Servicing Associate - Asset Management Company: Clearwater Analytics Location: Boise, ID Job Posted Time: 2026-09-17 10:08:21 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Salesforce About the job Experience: •1+ years of relevant experience (reconciliation, accounting, or finance). Required Skills: •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 Qualifications: •Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience. •Excellent attention to detail, documentation, and organizational skills. •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. •Operational familiarity with AI applications and Salesforce CRM preferred. Compensation: •$54,000 - $70,000 / year •For this role, benefits include: health/vision/dental insurance, 401(k), PTO, parental leave, and medical leave, STD/LTD insurance benefits Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!