Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
Intake Client Associate
Boise, ID · On-site
$21 - $24/hr
Medical
Dental
Vision
Retirement
PTO
We're seeking a Intake Client Associate who is passionate about making a difference and driving ... Acquire, retain, and monitor key relationships with Case Managers for contribution towards meeting ...
Intake Client Associate
Boise, ID · On-site
$21 - $24/hr
Medical
Dental
Vision
Retirement
PTO
We're seeking a Intake Client Associate who is passionate about making a difference and driving ... Acquire, retain, and monitor key relationships with Case Managers for contribution towards meeting ...
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 2
Boise, ID · On-site
Medical
Dental
Retirement
PTO
Responsible for initiative planning and ongoing client relationship management * collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in ...
Client Service Associate 2
Boise, ID · On-site
Medical
Dental
Retirement
PTO
Responsible for initiative planning and ongoing client relationship management * collaborates with external vendors, external consultants, consulting team members, and/or other staff as required in ...
Manufacturing Manager to Management Consultant
Medical
Dental
Vision
Retirement
PTO
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Manufacturing Manager to Management Consultant
Medical
Dental
Vision
Retirement
PTO
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
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
District Manager to Management Consultant
Boise, ID · On-site
Medical
Dental
Vision
Retirement
PTO
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
District Manager to Management Consultant
Boise, ID · On-site
Medical
Dental
Vision
Retirement
PTO
Executing the client's goals, objectives, and processes through frontline coaching. Working side by side with the frontline on a daily basis to change management behaviors. Understanding client ...
Sr. Client Portfolio Manager
$188K - $282K/yr
Medical
Life
Retirement
... Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all ... Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ...
Sr. Client Portfolio Manager
$188K - $282K/yr
Medical
Life
Retirement
... Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all ... Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ...
Manages tracking referrals, establishing and maintaining files to meet the company's regulatory ... Client Services, Wealth Management, developing strong client relationships or other directly ...
Manages tracking referrals, establishing and maintaining files to meet the company's regulatory ... Client Services, Wealth Management, developing strong client relationships or other directly ...
Client Coordinator
Meridian, ID · On-site
$17.25 - $23/hr
Retirement
PTO
Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... Manager. EDUCATION AND EXPERIENCE: * High school diploma required; associate degree or above ...
Client Coordinator
Meridian, ID · On-site
$17.25 - $23/hr
Retirement
PTO
Client Coordinator Position Type: Part-time, hourly, non-exempt COMPANY OVERVIEW: Since its ... Manager. EDUCATION AND EXPERIENCE: * High school diploma required; associate degree or above ...
Manages tracking referrals, establishing and maintaining files to meet the company's regulatory ... Client Services, Wealth Management, developing strong client relationships or other directly ...
Manages tracking referrals, establishing and maintaining files to meet the company's regulatory ... Client Services, Wealth Management, developing strong client relationships or other directly ...
Client Delivery Associate
Boise, ID · On-site
$46K - $72K/yr
... M tools. Here's What You Can Expect * Create, analyze, and distribute recurring and ad hoc client ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...
Client Delivery Associate
Boise, ID · On-site
$46K - $72K/yr
... M tools. Here's What You Can Expect * Create, analyze, and distribute recurring and ad hoc client ... Our associates are given the chance to contribute, think boldly and create meaningful work that ...
Client Servicing Associate
Boise, ID · On-site
$13.75 - $19/hr
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
Client Servicing Associate
Boise, ID · On-site
$13.75 - $19/hr
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
Client Servicing Associate
Boise, ID · On-site
$13.75 - $19/hr
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
Client Servicing Associate
Boise, ID · On-site
$13.75 - $19/hr
Manage client inquiries & requests on various topics across investment accounting, asset classes and financial markets. * Deliver timely and accurate information regarding Financial Statements ...
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
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
Account Manager- Commercial Insurance
Caldwell, ID · On-site
Medical
Retirement
... management and technical advisory (Account Manager Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams
Account Manager- Commercial Insurance
Caldwell, ID · On-site
Medical
Retirement
... management and technical advisory (Account Manager Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams
Account Manager- Commercial Insurance
Medical
Retirement
... management and technical advisory (Account Manager Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams
Account Manager- Commercial Insurance
Medical
Retirement
... management and technical advisory (Account Manager Associate). Core Responsibilities (All Levels) Client Service & Support * Deliver proactive, responsive service to clients and internal teams
Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming (2293)
Boise, ID · On-site
Medical
Dental
Vision
Life
Retirement
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive ... Client Engagement : Cultivate and expand your network within established markets * Products and ...
Wealth Management Associate - Retirement Benefits Group - Idaho, Montana, Utah & Wyoming (2293)
Boise, ID · On-site
Medical
Dental
Vision
Life
Retirement
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive ... Client Engagement : Cultivate and expand your network within established markets * Products and ...
Client Account Services Associate
Boise, ID · On-site
$45K - $61K/yr
Wealth Management Assistant Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management ...
Client Account Services Associate
Boise, ID · On-site
$45K - $61K/yr
Wealth Management Assistant Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management ...
Client Account Services Associate
Boise, ID · On-site
$45K - $61K/yr
Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across ...
Client Account Services Associate
Boise, ID · On-site
$45K - $61K/yr
Assists wealth management advisors and trust officers in managing and building client relationships. Responsible for assisting with the administration of wealth management client accounts across ...
Client Management Associate information
See Meridian, ID salary details
$9.79 - $12.50
3% of jobs
$12.50 - $15.21
12% of jobs
$16.38 is the 25th percentile. Wages below this are outliers.
$15.21 - $17.92
23% of jobs
The median wage is $19.22 / hr.
$17.92 - $20.63
24% of jobs
$22.86 is the 75th percentile. Wages above this are outliers.
$20.63 - $23.35
15% of jobs
$23.35 - $26.06
10% of jobs
$26.06 - $28.77
6% of jobs
$28.77 - $31.48
2% of jobs
$31.48 - $34.19
2% of jobs
$34.19 - $36.90
1% of jobs
$36.90 - $39.62
1% of jobs
$9
$21
$39
How much do client management associate jobs pay per hour?
How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?
What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?
What does a client management associate do?

Job description
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 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.
Deal with some of the more complex client queries.
Assist in training, developing, and coaching more junior staff members, and conduct oversight on their work.
Required Skills:
Strong understanding of investment accounting, financial statements, amortization, interest income, and other accounting concepts.
Familiarity with the core offering of Accounting, Compliance, Risk, and Performance reports.
Intermediate understanding of fixed income and equity investments; a basic knowledge of alternative security types preferred.
Prior experience in finance and/or accounting.
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.
2+ 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