Client Servicing Associate - Asset Management

Clearwater Analytics (CWAN) Client Servicing Associate - Asset Management 5 Hours AgoSaved Hybrid 2 Locations 54K-70K Annually Junior 54K-70K Annually JuniorFintech • Software • Financial ServicesOwn day-to-day relationships with sophisticated asset management and insurance clients, handling inquiries, account setup, reconciliations, reporting, compliance, data validation, and issue resolution. Coordinate onboarding, portfolio transitions, custom reporting, and process improvement projects across cross-functional teams. Identify recurring issues and product gaps, improve documentation and workflows, and use Clearwater’s platform and AI-enabled tools to enhance client outcomes.Top Skills: Ai ApplicationsBos WorkflowsEnhanced StatementsExcelFund AccountingIncome Forecast ToolMS OfficePrismRecon InsightSalesforce CRM