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.
