Client Service Analyst Intern

What you'd do

• 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.
• 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

What they want

• 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