Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries ...
Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries ...
Client Servicing Associate
Boise, ID · On-site
Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries ...
Client Servicing Associate
Boise, ID · On-site
Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries ...
Client Relations Associate - Entry Level
Meridian, ID · On-site
$38K - $48K/yr
We are hiring an Entry-Level Client Relations Associate to support client communication, account coordination, customer engagement initiatives, and business operations. This role is designed for ...
Client Relations Associate - Entry Level
Meridian, ID · On-site
$38K - $48K/yr
We are hiring an Entry-Level Client Relations Associate to support client communication, account coordination, customer engagement initiatives, and business operations. This role is designed for ...
Client Services Associate / Travel
Boise, ID · On-site
About the job Client Services Associate / Travel About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized ...
Client Services Associate / Travel
Boise, ID · On-site
About the job Client Services Associate / Travel About Us: We are a professional travel services organization dedicated to providing clients with exceptional booking experiences and personalized ...
Lead Client Servicing Associate
Boise, ID · On-site
Lead Client Servicing Associate As a Lead Client Servicing Associate in Clearwater's Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater ...
Lead Client Servicing Associate
Boise, ID · On-site
Lead Client Servicing Associate As a Lead Client Servicing Associate in Clearwater's Strategic and Large Asset Management (SLAM) division, you will be a trusted partner to some of Clearwater ...
Client Experience Associate
Boise, ID · Remote
$16/hr
We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role * You will be taking customer calls, capturing incoming leads, taking orders, and ...
Client Experience Associate
Boise, ID · Remote
$16/hr
We are looking for a Client Experience Associate to join our team! Please see below for more information: Your Role * You will be taking customer calls, capturing incoming leads, taking orders, and ...
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
Lead Client Servicing Associate
Boise, ID · On-site
Client Servicing Assocuates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries ...
Lead Client Servicing Associate
Boise, ID · On-site
Client Servicing Assocuates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries ...
Lead Client Servicing Associate
Boise, ID · On-site
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
Lead Client Servicing Associate
Boise, ID · On-site
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
As aLead Client Servicing Associatein Clearwater'sStrategic and Large Asset Management (SLAM)division, you will be a trusted partner to some of Clearwater'slargest, most sophisticated, and fastest ...
As aLead Client Servicing Associatein Clearwater'sStrategic and Large Asset Management (SLAM)division, you will be a trusted partner to some of Clearwater'slargest, most sophisticated, and fastest ...
Client Servicing Assocuates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries ...
Client Servicing Assocuates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries ...
Client Servicing Associate
Boise, ID · On-site
$54K - $70K/yr
Client Servicing Associate Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in ...
Client Servicing Associate
Boise, ID · On-site
$54K - $70K/yr
Client Servicing Associate Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in ...
Client Service Associate
Boise, ID · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...
Client Service Associate
Boise, ID · On-site
$70K - $90K/yr
Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon ...
Client Service Associate 1
Boise, ID · On-site
$13.75 - $19/hr
Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special ...
Client Service Associate 1
Boise, ID · On-site
$13.75 - $19/hr
Client Success Associates are integral members of PCG's Northwest Education Team; the specific focus of this role will be supporting web-based case management software, primarily for Special ...
Client Delivery Associate
Boise, ID · On-site
$46K - $72K/yr
The Client Delivery Associate supports R1's Revenue Performance Services, including DRG Validation and Charge Capture solutions. This role assists with internal initiatives and client product ...
New
Client Delivery Associate
Boise, ID · On-site
$46K - $72K/yr
The Client Delivery Associate supports R1's Revenue Performance Services, including DRG Validation and Charge Capture solutions. This role assists with internal initiatives and client product ...
New
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
As a Lead 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 ...
Lead Client Servicing Associate
Boise, ID · On-site
$17.25 - $21/hr
As a Lead 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 ...
Client Servicing Associate
Boise, ID · On-site
$13.75 - $19/hr
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
Client Servicing Associate
Boise, ID · On-site
$13.75 - $19/hr
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
Client Servicing Associate
$13.75 - $19/hr
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
Client Servicing Associate
$13.75 - $19/hr
Client Servicing Analysts are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related ...
ACI Client Partner
Boise, ID · On-site
Associate must have 15+ years experience with minimum 2 years' experience as Client * Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred
ACI Client Partner
Boise, ID · On-site
Associate must have 15+ years experience with minimum 2 years' experience as Client * Partner with team size of 300+ FTE * Experience in managing large BPS engagements for Retail would be preferred
Client Coordinator
$17.25 - $23/hr
Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...
New
Quick apply
Client Coordinator
$17.25 - $23/hr
Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... High school diploma required; associate degree or above preferred. * 2+ years of customer service ...
New
Client Associate information
See Nampa, ID salary details
$17.7K - $22.7K
3% of jobs
$22.7K - $27.6K
1% of jobs
$27.6K - $32.6K
9% of jobs
$32.6K - $37.5K
6% of jobs
$39.3K is the 25th percentile. Wages below this are outliers.
$37.5K - $42.5K
16% of jobs
$42.5K - $47.5K
11% of jobs
The median wage is $49.2K / yr.
$47.5K - $52.4K
11% of jobs
$52.4K - $57.4K
14% of jobs
$58.7K is the 75th percentile. Wages above this are outliers.
$57.4K - $62.3K
15% of jobs
$62.3K - $67.3K
11% of jobs
$67.3K - $72.3K
3% of jobs
$17.7K
$48.8K
$72.3K
How much do client associate jobs pay per year?
How does a client associate typically collaborate with other teams within a financial services firm?
What is a client associate?
What are the key skills and qualifications needed to thrive as a client associate?
What is the difference between Client Associate vs Customer Service Representative?
| Aspect | Client Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer finance or sales certifications | High school diploma or equivalent; customer service training often preferred |
| Work Environment | Financial institutions, investment firms, banks | Retail, call centers, service centers |
| Employer & Industry Usage | Financial services, banking, wealth management | Retail, telecommunications, hospitality |
| Common Search & Comparison Intent | Understanding roles in finance and client management | Customer support and service roles |
The main difference between a Client Associate and a Customer Service Representative lies in their industry focus and responsibilities. Client Associates typically work in financial institutions, handling client portfolios and providing investment or banking services. Customer Service Representatives work across various industries, focusing on resolving customer inquiries and support. While both roles require strong communication skills, Client Associates often need financial knowledge and certifications, whereas Customer Service Representatives focus on customer satisfaction and problem-solving.

Job description
Client Servicing Associates are responsible for delivering top-notch operational support and fostering strong relationships with Clearwater's global clients. They excel in addressing inquiries related to investment and accounting matters, serving as a vital link between clients and internal teams. These analysts play a pivotal role in delivering prompt, precise, and comprehensive responses to client queries, with the ultimate objective of efficiently resolving a substantial number of issues while ensuring that clients become enthusiastic advocates of Clearwater.
Responsibilities:
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets.
Deliver timely and accurate information regarding Financial Statements & Analytics Reporting.
Complete operational tasks such as account set up, client lockdowns, compliance, reconciliation validation.
Collaborate directly with clients to build valuable relationships and enhance their experience as a Clearwater user.
Validate investment data against available third-party market data sources and show proficiency in proprietary internal tools for reconciling investment transactions.
Effectively navigates through knowledge base and documentation, using internal tools and resources to proactively solve client queries and problems.
Manage workflow based on productivity and quality metrics; organizing your day to prioritize high importance or critical work.
Take on a variety of team and client related, long-term projects that may involve collaboration with other internal teams.
Assist in training and coaching more junior team members.
Required Skills:
Good understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Intermediate understanding of fixed income and equity investments.
Finance and/or accounting experience preferred.
Strong computer skills, including proficiency in Microsoft Office.
Excellent attention to detail and strong documentation skills.
Outstanding verbal and written communication skills.
Strong organizational and interpersonal skills.
Exceptional problem-solving abilities.
Education and Experience:
Bachelor's degree or higher in Accounting or Financial/Business-related field.
1+ years of relevant experience.
About Clearwater Analytics
Sourced by ZipRecruiter
Industry
Software development
Company size
1,001 - 5,000 Employees
Headquarters location
Boise, ID, US
Year founded
2004