Client Service Analyst Intern
Core
Support daily, monthly, and quarterly operational delivery for investment portfolios by handling customer service inquiries, reconciling transactions, and validating investment data.
Role type
Client Service Analyst Intern
Builds
Post-sales and implementation service functions for investment clients
Domain
Investment accounting and financial services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment accounting, financial statements analysis, fixed income and equity investments, Microsoft Excel, Salesforce, data reconciliation, third-party market data validation
Preferred skills
TVOM, duration, yield, returns, risk exposures, alternative security types, Clearwater Way methodologies
Technologies
Salesforce, Microsoft Excel, Clearwater Tools (statements, dashboards, report manager, CPD)
Responsibilities
Interact with customers via telephone, email, or chat to handle post-sales and implementation service functions; Process customer requests and prepare documentation/tickets; Reconcile transactions and holdings of investment portfolios using external data providers; Validate investment data against third-party market data sources; Record and report the status of daily and monthly operational delivery; Handle requests for additional company materials and gather product feedback.
Seniority
Intern, learning-focused with mentorship
