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Client Management Associate Jobs in Meridian, ID

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We are looking for a Client Experience Associate to join our team! Please see below for more ... managing, and valuing diversity in our workforce; providing a safe work environment; and fostering ...

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 ...

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

Sr. Client Portfolio Manager

Boise, ID · On-site

$188K - $282K/yr

... Associate Client Portfolio Managers where appropriate. * Ensures all activities comply with all ... Perform compliance and risk management duties as required or assigned. Qualifications: * Bachelor ...

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 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 ...

Showing results 21-40

Client Management Associate information

See Meridian, ID salary details

$9

$21

$39

How much do client management associate jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for client management associate in Meridian, ID is $21.72, according to ZipRecruiter salary data. Most workers in this role earn between $16.54 and $24.23 per hour, depending on experience, location, and employer.

How does a Client Management Associate typically collaborate with other departments to ensure client satisfaction?

As a Client Management Associate, you’ll regularly collaborate with teams such as sales, account management, product, and customer support to address client needs and resolve issues efficiently. You may participate in cross-functional meetings to share client feedback, coordinate on deliverables, and ensure seamless communication between departments. This collaborative approach not only helps maintain strong client relationships but also provides valuable insights into company operations and client expectations, supporting your professional growth.

What are the key skills and qualifications needed to thrive as a Client Management Associate, and why are they important?

To thrive as a Client Management Associate, you need strong communication skills, attention to detail, and a relevant bachelor's degree, often in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes basic data analysis tools is typically expected. Exceptional organizational skills, adaptability, and a customer-focused mindset help you build strong client relationships and manage multiple accounts effectively. These competencies are essential for ensuring client satisfaction, maintaining long-term partnerships, and supporting business growth.

What does a client management associate do?

A client management associate is responsible for maintaining relationships with clients, addressing their needs, and ensuring satisfaction. They often handle communication, coordinate services, and use customer relationship management (CRM) tools to track interactions and client data.
Infographic showing various Client Management Associate job openings in Meridian, ID as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $43,940 per year, or $21.1 per hour.

Client Servicing Associate - Asset Management

Boise, ID • On-site

Clearwater Analytics
Software Development • 1 - 5K employees

$54K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago


Job description

As aClient 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-evolving clients- spanning bothasset management and insuranceverticals.

You will own day-to-day client relationships across complex portfolios, multi-entity structures, and bespoke reporting requirements, while gaining broad exposure to Clearwater's platform includingPRISM, Enhanced Statements, Income Forecast Tool, Fund Accounting, Recon Insight, and BOS workflows.

This role suits someone who wants to grow at the intersection ofclient partnership, investment operations, product knowledge, and process innovation- working acrossAlternatives, Reconciliation, Product, Billing, Sales, and Global Deliveryto deliver a seamless client experience.

You will also leverageAI-enabled toolingto streamline processing, accelerate resolution, and identify scalable process improvements.

Key Responsibilities

  • Serve as primary point of contactfor client inquiries across investment accounting, reporting, reconciliation, platform usage, and operational workflows.

  • Manage day-to-day servicingacross multiple client entities with strong execution, follow-through, and clear communication.

  • Investigate and resolve issuesusing Clearwater front- and back-office tooling.

  • Perform operational activities: account setup, month-end lockdowns, reconciliations, compliance tasks, and investment data validation.

  • Navigate complex environments- multi-custodian, multi-portfolio, multi-currency - with a focus on data quality and auditability.

  • Support client projectsincluding 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 degreein 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 communicatorwith confidence

  • Strong ownership mindsetand instinct for delivering excellent client outcomes.

  • Comfortable in a fast-paced, high-expectation environmentwhere priorities evolve quickly.

  • Proficiency in Microsoft Office (Excel); Salesforce experience preferred.

  • Familiarity with AI applications and Salesforce CRMpreferred.

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.