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Supports daily, monthly, and quarterly client service operations for investment portfolio data. Processes customer requests, prepares tickets and documentation, reconciles portfolio transactions and holdings, validates investment data, and reports operational status. Communicates with customers, supports training and website users, handles inquiries, and gathers product feedback. Develops skills in Excel, Salesforce, investment accounting, financial concepts, asset classes, reconciliation workflows, and Clearwater’s reporting tools.

Supports post-sales client servicing and operational delivery through customer communications, request processing, ticket documentation, investment portfolio reconciliation, data validation, and reporting. The intern learns Clearwater tools, Salesforce workflows, Excel, investment accounting, finance concepts, asset classes, and client support procedures while resolving routine inquiries and assisting with service quality and productivity metrics.

Supports daily, monthly, and quarterly client service operations for investment portfolio data. Responsibilities include handling customer requests, documenting tickets, reconciling transactions and holdings, validating investment data, preparing reports, resolving operational issues, and supporting client training and product feedback. The intern develops skills in Excel, Salesforce, investment accounting, finance, portfolio data, Clearwater tools, and client communication while working toward accounting or finance certification and degree completion.

Supports daily, monthly, and quarterly client service operations, including customer communications, request processing, documentation, ticketing, investment portfolio reconciliation, data validation, reporting, and issue resolution. The intern develops expertise in investment accounting, finance, asset classes, Clearwater tools, Excel, Salesforce, and client servicing while working under mentorship and meeting productivity and quality metrics.

Supports daily, monthly, and quarterly client service operations, including customer communications, request processing, documentation, portfolio transaction and holdings reconciliation, investment data validation, reporting, and issue resolution. The intern also assists with client training, product feedback, workflow tracking, and service documentation while developing skills in Excel, Salesforce, investment accounting, finance, and Clearwater’s operational tools.

Supports daily, monthly, and quarterly client service operations for investment portfolios. Responds to customer requests, processes service documentation, reconciles portfolio transactions and holdings, validates investment data, prepares operational reports, and resolves routine client inquiries. The intern develops proficiency in Excel, Salesforce, investment accounting, financial concepts, asset classes, Clearwater tools, and client communication while working toward accounting or finance certification and degree requirements.

Supports daily, monthly, and quarterly client service operations through customer communication, request processing, documentation, ticketing, portfolio reconciliation, investment data validation, and operational reporting. The intern develops skills in investment accounting, finance, asset classes, Excel, Salesforce, and Clearwater tools while resolving client inquiries, supporting onboarding and training, maintaining service documentation, and learning to deliver accurate post-sales support under mentorship.

Provides operational and client support for investment accounting software users. Handles inquiries involving investment accounting, financial statements, analytics, compliance, reconciliations, and investment data. Builds client relationships, resolves complex issues, manages workflow against quality metrics, supports cross-functional projects, and validates transactions using internal tools and market data. Also assists with training and oversight of junior team members.

Provides operational client support for investment accounting, financial statements, analytics reporting, compliance, reconciliations, and account setup. Responds to complex client inquiries, validates investment data, manages workflow according to quality and productivity metrics, collaborates across teams, and builds client relationships. Also supports long-term projects, trains junior staff, and oversees their work.

Leads revenue operations as the CRO’s strategic partner, translating go-to-market strategy into pipeline, forecasting, and sales results. Owns Salesforce architecture, revenue systems, AI-powered analytics, forecasting, compensation governance, enablement, and GTM alignment across sales, marketing, finance, product, engineering, and client success. Partners with sales leaders on live deals, builds the revenue operations team, improves productivity, and provides executives with real-time market and business intelligence.