Client Services Analyst Intern: Investment Data Insights

Clearwater Analytics; Boise (ID); Hybrid; USD 18,000 - 28,000; Full time

Job summary

Clearwater Analytics is offering a Client Servicing Intern position to support daily, monthly, and quarterly operational delivery. You will interact with customers via phone, email, and chat, process requests, and help prepare documentation for servicing inquiries.

The role emphasizes learning Clearwater Way methodologies, problem-solving, and exposure to investment accounting concepts within a collaborative team.

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 skills.
• Working towards a bachelor’s or master’s degree in accounting or finance.
• Desire for full-time employment at Clearwater.

Responsibilities

• Interact 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.

Skills

Verbal communication

Written communication

Organizational skills

Accounting/Finance skills

Problem solving

Microsoft Excel

Education

Bachelor’s or Master’s degree in accounting or finance

Job description

Clearwater Analytics is offering a Client Servicing Intern position to support daily, monthly, and quarterly operational delivery. You will interact with customers via phone, email, and chat, process requests, and help prepare documentation for servicing inquiries.

The role emphasizes learning Clearwater Way methodologies, problem-solving, and exposure to investment accounting concepts within a collaborative team.