Lead Client Servicing Associate - Asset Managment

Clearwater Analytics (CWAN) Lead Client Servicing Associate - Asset Managment 5 Hours AgoSaved Hybrid Boise, ID, USA Junior JuniorFintech • Software • Financial ServicesOwn day-to-day relationships with sophisticated asset management and insurance clients across complex portfolios and reporting requirements. Resolve investment accounting, reconciliation, platform, and operational issues; perform account setup, month-end controls, compliance tasks, and data validation. Support onboarding, portfolio transitions, reporting, and process improvement projects while coordinating cross-functional stakeholders. Identify recurring issues and product gaps, improve documentation, and use AI-enabled tools to streamline servicing and resolution.Top Skills: Artificial IntelligenceClearwater BosClearwater Enhanced StatementsClearwater Fund AccountingClearwater Income Forecast ToolClearwater PrismClearwater Recon InsightExcelSalesforce