Client Service Analyst Intern

Clearwater Analytics; Boise, Northern (ID, KY); Hybrid; USD 25,000 - 33,000; Full time

Job summary

Clearwater Analytics seeks a Client Servicing Intern to assist with daily, monthly, and quarterly operations and respond promptly to customer inquiries. You will engage with clients by phone, email, or chat, process requests, and document service activities to ensure accurate reporting.

The role emphasizes learning Clearwater's procedures, finance concepts, and Excel/Salesforce workflows, with opportunity for growth into a full-time position.

Qualifications

• Excellent verbal and written communication skills.
• Strong organizational and interpersonal skills.
• Strong accounting and/or finance skills.
• Strong problem solving and math skills.
• Strong computer skills, including Microsoft Excel.
• Working towards a bachelor’s or master’s degree in accounting or finance.
• Desired fulltime employment at Clearwater.

Responsibilities

• Interact with customers by phone, email, or chat to handle post-sales and implementation service functions.
• Process customer requests and prepare documentation/tickets related to processing and servicing inquiries.
• Reconciling transactions and holdings of investment portfolios for timely reporting.
• Validate investment data against third-party market data sources.
• Record and report the status of daily and monthly operational delivery.
• Ensure service information is accessible by classifying and documenting work.
• Handle requests for additional company materials and training.
• Stay informed on product enhancements and industry developments.
• Support customer experience through learning CW processes and mentorship guidance.

Skills

Verbal communication

Written communication

Organizational skills

Interpersonal skills

Excel proficiency

Problem solving

Math skills

Financial knowledge

Team collaboration

Education

Accounting/Finance degree in progress

Tools

Excel

Salesforce

Job description

The Client Servicing Intern will support in daily, monthly, and quarterly operational delivery in addition to timely attention to issues raised by customers.

Responsibilities

• Interaction with customers via telephone, email, internal or third-party tooling, or chat to handle a variety of post-sales and implementation service functions.
• Processing customer requests and preparing documentation/tickets related to processing and servicing inquiries.
• Reconciling transactions and holdings of investment portfolios using data received via external portfolio data providers with the goal of providing timely and accurate reporting daily.
• Validates investment data against available third-party market data sources.
• Records and reports the status of daily and monthly operational delivery.
• Ensures service information is accessible by classifying and documenting work done.
• Handles requests for additional company materials.
• Maintains knowledge of product enhancements and the changing investments accounting industry.
• May reach out to customers, interact with website users, handle client training, and gather product feedback with the goal of enhancing the customers experience as a user.

What You Will Learn

• Learns to use professional concepts and available resources within the Client Services department to problem-solve.
• Leverages Clearwater Way methodologies to service clients, including alignment and support of CW’s Client Engagement Model Completes all initial new hire certification requirements and working on intermediate level curriculum.

Technical Competency

In Excel & Salesforce workflow and report navigation.

Accounting

Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting Cert concepts. Basis agnostic.

Finance

Basic understanding of TVOM, duration, yield, returns, and risk exposures as outlined in Cert material.

Asset Classes

Intermediate understanding of fixed income and equity investments and a basic knowledge of alternative security types. -what they are, why they are used, and how they work in CW.

Market

Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) from a market- and client-agnostic standpoint.

Functional Competency

Developing acquired skills, procedures, and decision-making best practices to complete a variety of issues. Provided direction on client-specific processes and internal knowledge sets. Beginning to understand and demonstrate CW Core Values.

CW Tooling Skills

Beginner to Intermediate Skills in standard CW Tools utilized by operations. Familiar with most functionality for routine tasks but requires assistance to perform actions more frequently. Clearwater Website: Proficient with the "Big 3", statements, dashboards, report manager, formulas, CPD, advanced grouping and filtering. Familiar with the core offering of Accounting, Compliance, Risk, and Performance reports. Gaining increased proficiency in at least one product offering.

Efficiency

Consistently completes assigned work. When errors in daily work occur, proactively learns from those errors and works to avoid repeat mistakes going forward. Able to handle any reconciliation support, including red errors, yellow errors, Task Resolutions, ACEs, Lot Links etc.

METRICS

Manages workflow based on productivity and quality metrics as outlined by business.

Intangibles

Learning how to organize work and showing resilience in a challenging environment.

Internal Communication

Applies Level 1 servicing (quick, accurate and thorough responses) with the aid of mentors. Audience is typically team lead level or below. Not yet ready to serve as a trainer. Sphere of influence mainly self.

External Communication

Beginning to understand and apply Level 1 servicing (quick, accurate and thorough responses) with the aid of mentors. Audience is typically low- or mid- level stakeholders.

Leadership Oversight

Operates with some level of assistance from team members. Support servicing of core market queries. Independently answers low-medium complexity client queries, may require assistance with medium/high complexity.

Continuous Service Improvement

Primary focus is learning. No expectation of continuous service improvement. Applies company policies and procedures to resolve issues. Effectively navigates through knowledge base and documentation.

Requirements

• Excellent verbal and written communication skills
• Strong organizational and interpersonal skills
• Strong accounting and/or finance skills
• Strong problem solving and math skills
• Strong computer skills, including Microsoft Excel skills
• Working towards a bachelor’s or master’s degree in accounting or finance
• Desired fulltime employment at Clearwater

About Clearwater

Thank you for your interest in a career with Clearwater! Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at www.clearwateranalytics.com.

DEI Statement

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification.

We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.