UTern

Opportunities · Internship

Client Service Analyst Intern

Clearwateranalytics · Office - Boise

Applies on Workday≈$10-$18/hr

Role overview

What you'll own

  • 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.

Requirements and eligibility

  • Excellent verbal and written communication skills
  • Strong organizational and interpersonal skills
  • Strong accounting and/or finance skills
  • Strong problem solving and math skills

Dates for this one

Only the dates this listing publishes. Anything it leaves out is left out here too.

Posted

Sep 8, 2026

The employer's own record

Filed pay record

Checking public pay records…

Usually listed

Checking opening history…

Verified by UTern

Last read under an hour ago · pay stated in the listing

More at Clearwateranalytics

Other roles this employer has live right now.