Client Service Analyst Intern

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 General Technical Skills: 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