Investment Client Services Analyst Intern
LPU Batangas
Clearwater is seeking a candidate for a Client Services role focused on post-sales support, data validation, and reporting. You will interact with customers via phone, email, and chat, and prepare documentation for servicing inquiries. Training will cover Excel, Salesforce workflows, and investment accounting basics to build competence and client satisfaction. The program emphasizes learning within the Client Services department, achieving initial certification, and progressing through #J-18808-Ljbffr LPU Batangas
Vacancy posted 5 days ago
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