Client Support Analyst
Client Support Analyst
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Job Description
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries Addepars platform aggregates portfolio market and client data for over $7 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley New York City Salt Lake City Chicago London Edinburgh and Pune.
The Role
Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the worlds most sophisticated investors helping them run their businesses through Addepar. They assist Addepars diverse client base with daytoday usage of the software and ensure that our clients get the most value out of each interaction. This role will include various forms of client communication including email inbound phone calls and scheduled zoom meetings
Our ideal candidate is tenacious about tackling problems can skillfully coordinate internal teams and enjoys working directly with clients.
Important: The working schedule for this role is from 1 AM to 10 AM IST U.S. business days.
What Youll Do
- Identify respond to and resolve issues and questions raised by Addepars clients
- Provide handson support to our clients to ensure their ongoing happiness
- Work in complex data sets to identify and resolve data and calculation discrepancies
- Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve
- Work closely and conduct rootcause analysis with Engineering and Data teams to resolve issues
- Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
- Help clients use Addepar to the greatest extent through both functional and conceptual instruction
- Prioritize and contextswitch effectively to execute on simultaneous cases seeing each through to the finish line
- Become an expert on all things Addepar
Who You Are
- 3 years of experience in a similar role.
- Previous experience in investment management or Wealth management or Portfolio management domain will be highly preferred.
- Bachelors Degree in Finance Economics Mathematics or equivalent experience
- Superior communication organizational and timemanagement skills
- Proficiency in math
- Passion for problemsolving and continuous learning
- Passion for technology and finance
- 1 years of relevant experience in a clientfacing role
- Experience with SQL or Python will be an advantage.
Our Values
- Act Like an Owner Think and operate with intention purpose and care. Own outcomes.
- Build Together Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients Exceed client expectations. Our clients success is our success.
- Drive Innovation Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .
Required Experience:
IC
Employment Type
Full Time
