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Client Servicing Intern at Clearwater Analytics - ApplyBlast

Client Servicing Intern

Clearwater Analytics

1 month ago

3.6 on Glassdoor

Boise, Idaho, United States

Onsite

Full Time

Intern

0 applicants

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About this role

The Client Servicing Intern supports daily, monthly, and quarterly operational delivery while addressing customer inquiries and issues. The role involves processing requests, reconciling investment portfolio transactions, and validating data against third-party sources to ensure accurate reporting. Interns will also assist with client training, gather feedback, and maintain knowledge of product enhancements and industry standards.

Responsibilities

Process customer requests and prepare documentation for post-sales service functions
Reconcile transactions and holdings of investment portfolios using external data providers
Validate investment data against third-party market data sources and report status