Investment Services Intern — Client Solutions

clearwateranalytics; Boise (ID); On-site; USD 55,000 - 75,000; Full time

Job summary

Clearwater Analytics in Boise, Idaho seeks a customer-focused professional to support post-sales and implementation services, handling inquiries via phone, email, or chat and preparing documentation for processing requests. You will reconcile investment data and ensure timely, accurate reporting daily.

Learn Clearwater Way methodologies, complete new hire certification requirements, and build skills in accounting and finance as part of the Client Services team, with opportunities for growth and

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.
• Desired fulltime 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

Interpersonal skills

Problem solving

Math skills

Education

Pursuing bachelor's or master's in accounting or finance

Tools

Microsoft Excel

Job description

Clearwater Analytics in Boise, Idaho seeks a customer-focused professional to support post-sales and implementation services, handling inquiries via phone, email, or chat and preparing documentation for processing requests. You will reconcile investment data and ensure timely, accurate reporting daily.

Learn Clearwater Way methodologies, complete new hire certification requirements, and build skills in accounting and finance as part of the Client Services team, with opportunities for growth and