{"id":3040823,"url":"https://alion.io/job/clearwater-analytics-client-service-analyst-intern","title":"Client Service Analyst Intern","company":{"id":1969767,"name":"Clearwater Analytics","domain":"cwan.com","url":"https://alion.io/company/cwan-com","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":27,"ghost_share":0,"stale_share":0.963,"repost_share":0,"time_to_fill_p50_days":16,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Early Careers","role_family":"Early Careers","seniority":"intern","employment_type":"internship","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Boise, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":35000,"max_usd":58000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":408},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-09-08T00:00:00Z","employer_posted_date":"2026-09-08","last_verified_at":"2026-10-29T12:48:55Z","board_verified":true,"closed_at":null,"days_open":51,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":51},"description":"The Client Servicing Intern will support in daily, monthly, and quarterly operational delivery in addition to timely attention to issues raised by customers.\nResponsibilities:\nInteraction with customers via telephone, email, internal or third-party tooling, or chat to handle a variety of post-sales and implementation service functions.\n\nProcessing customer requests and preparing documentation/tickets related to processing and servicing inquiries.\n\nReconciling transactions and holdings of investment portfolios using data received via external portfolio data providers with the goal of providing timely and accurate reporting daily.\n\nValidates investment data against available third-party market data sources.\n\nRecords and reports the status of daily and monthly operational delivery.\n\nEnsures service information is accessible by classifying and documenting work done.\n\nHandles requests for additional company materials.\n\nMaintains knowledge of product enhancements and the changing investments accounting industry.\n\nMay 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.\n\nWhat You Will Learn:\nLearns 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\n\nCompletes all initial new hire certification requirements and working on intermediate level curriculum.\n\nTechnical Competency\n\nGeneral Technical Skills: In Excel & Salesforce workflow and report navigation.\n\nAccounting: Basic understanding of investment accounting, financial statements, amortization, interest income, and other accounting Cert concepts. Basis agnostic.\n\nFinance: Basic understanding of TVOM, duration, yield, returns, and risk exposures as outlined in Cert material\n\nAsset Classes: Intermediate understanding of fixed income and equity investments and a basic knowledge of alternative security types. -what they are, why they are used, and how they work in CW.\n\nMarket: Understands and applies Clearwater's core value proposition (aggregate, reconcile, report) from a market- and client-agnostic standpoint\n\nFunctional Competency\n\nDeveloping acquired skills, procedures, and decision-making best practices to complete a variety of issues. Provided direction on client-specific processes and internal knowledge sets. Beginning to understand and demonstrate CW Core Values\n\nCW Tooling Skills: Beginner to Intermediate Skills in standard CW Tools utilized by operations. Familiar with most functionality for routine tasks but requires assistance to perform actions more frequently.\n\nClearwater Website: Proficient with the \"Big 3\", statements, dashboards, report manager, formulas, CPD, advanced grouping and filtering. Familiar with the core offering of Accounting, Compliance, Risk, and Performance reports. Gaining increased proficiency in at least one product offering.\n\nEfficiency: Consistently completes assigned work. When errors in daily work occur, proactively learns from those errors and works to avoid repeat mistakes going forward. Able to handle any reconciliation support, including red errors, yellow errors, Task Resolutions, ACEs, Lot Links etc.\n\nMETRICS: Manages workflow based on productivity and quality metrics as outlined by business\n\nIntangibles\n\nLearning how to organize work and showing resilience in a challenging environment.\n\nInternal Communication: Applies Level 1 servicing (quick, accurate and thorough responses) with the aid of mentors. Audience is typically team lead level or below. Not yet ready to serve as a trainer. Sphere of influence mainly self.\n\nExternal Communication: Beginning to understand and apply Level 1 servicing (quick, accurate and thorough responses) with the aid of mentors. Audience is typically low- or mid- level stakeholders.\n\nLeadership\n\nOversight: Operates with some level of assistance from team members. Support servicing of core market queries. Independently answers low-medium complexity client queries, may require assistance with medium/high complexity\n\nContinuous Service Improvement: Primary focus is learning. No expectation of continuous service improvement. Applies company policies and procedures to resolve issues. Effectively navigates through knowledge base and documentation\n\n Requirements:\nExcellent verbal and written communication skills\n\nStrong organizational and interpersonal skills\n\nStrong accounting and/or finance skills\n\nStrong problem solving and math skills\n\nStrong computer skills, including Microsoft Excel skills\n\nWorking towards a bachelor’s or master’s degree in accounting or finance\n\nDesired fulltime employment at Clearwater","description_format":"text","description_chars":4795,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Accounting & Tax Software","Financial Data & Market Intelligence"],"lifecycle":[{"event":"open","at":"2026-10-21T22:40:49Z"}],"visa":[],"liveness":{"score":8,"band":"cold","label":"Long shot","p_open":1,"p_active":0.294,"p_room":0.28,"age_days":51,"expected_fill_days":16,"reasons":["conf:3","stale_co","velocity","win:tail","crowd:junior,brand"],"computed_at":"2026-10-29T05:49:05Z"},"pay":null,"html_url":"https://alion.io/job/clearwater-analytics-client-service-analyst-intern","json_url":"https://alion.io/job/clearwater-analytics-client-service-analyst-intern.json","meta":{"generated_at":"2026-10-29T14:45:41Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":22219,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-30T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1969767},"rest":"https://alion.io/mcp/rest/get_company?id=1969767"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fclearwater-analytics-client-service-analyst-intern"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fclearwater-analytics-client-service-analyst-intern"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fclearwater-analytics-client-service-analyst-intern"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/clearwater-analytics-client-service-analyst-intern\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fclearwater-analytics-client-service-analyst-intern"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3040823}},{"tool":"search_jobs","arguments":{"company":"cwan.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3040823},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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