Client Support Analyst - Remote

Overview

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, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s 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.

In Short

• Identify, respond to, and resolve issues and questions raised by Addepar’s clients
• Provide hands-on 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 root-cause 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 context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
• Become an expert on all things Addepar

Requirements

• 4+ years of experience in a similar role.
• Previous experience in investment management or Wealth management or Portfolio management domain will be highly preferred.
• Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
• Superior communication, organizational, and time-management skills
• Proficiency in math
• Passion for problem-solving and continuous learning
• Passion for technology and finance
• 1+ years of relevant experience in a client-facing role
• Experience with SQL or Python will be an advantage.

Benefits

• Equal opportunity employer
• Diverse ideas and experiences
• Welcoming environment
• Reasonable accommodation for individuals with disabilities