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Account Representative Intern! From jobvertise.com


Description
Introduction to Clearwater Analytics

Clearwater Analytics is a rapidly growing, SaaS (software as a service) provider of daily, web-based, integrated accounting, compliance, performance and risk reporting solutions for investors and investment managers. The company, with offices in Boise, Idaho and New York, New York, currently reports on over $250 billion in investment assets for over 1,000 corporations including many Fortune 500 companies. Clients include Cisco Systems, Intuit, eBay, Electronic Arts, NVIDIA and a number of major banks and investment managers.

Are you looking for a challenging, creative, fun and rewarding team environment? Clearwater is looking for talented individuals who thrive on solving problems and developing new skills. Clearwater offers a competitive compensation package, business casual workplace, beautiful surroundings and work-life balance.

Account Representative Intern

Responsibilities:

Reconcile transactions and accounting entries for investment portfolios using a state of the art web-based system
Generate client reports
Adhere to strict deadlines
Facilitate training and informational sessions with clients via web meetings or conference calls
Support Account Managers in building valuable relationships with clients (institutional investors and investment managers)
Identify and implement solutions for process improvement

Requirements
Requirements:

High sense of responsibility
Commitment to accuracy and quality
Strong problem solving and math skills
Strong customer service skills
Strong computer skills, including Microsoft Office and web-based forms
Senior student working towards Business, Finance or Accounting degree

Desired experience and skills:

Knowledge of financial markets, particularly fixed income
Experience writing SQL queries
Experience in Sales and/or Customer Service

 



 
 

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