Client Support Analyst

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.

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 world’s most sophisticated investors, helping them run their businesses through Addepar. They assist Addepar’s diverse client base with day-to-day 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.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

What You’ll Do

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

Who You Are

2+ 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

Important: The working schedule