Client Support Analyst

5 hours, 36 minutes ago
Full-time
Junior
Data Science and Analytics
Addepar

Addepar

Addepar is a financial operating system that aggregates over $4 trillion in assets for professional wealth and asset management firms, offering customizable reporting and visualization tools.

Capital Markets
251-1K
Founded 2009
$473M raised

Description

  • Identify, respond to, and resolve client issues and questions.
  • Provide hands-on support to ensure clients are successful and satisfied.
  • Work with complex data sets to identify and resolve data and calculation discrepancies.
  • Assess issue severity and coordinate with teams across the organization to resolve client problems.
  • Conduct root-cause analysis with Engineering and Data teams.
  • Partner with Product and Account Management teams to maintain high client satisfaction.
  • Guide clients through functional and conceptual instruction to help them use Addepar effectively.
  • Manage multiple cases at once and drive each through resolution.
  • Become a subject matter expert on Addepar’s platform and workflows.

Requirements

  • 2+ years of experience in a similar role.
  • 1+ years of relevant experience in a client-facing role.
  • Experience in investment management, wealth management, or portfolio management is highly preferred.
  • Bachelor’s degree in Finance, Economics, Mathematics, or equivalent experience.
  • Superior communication, organizational, and time-management skills.
  • Strong math proficiency.
  • Passion for problem-solving and continuous learning.
  • Passion for technology and finance.
  • Experience with SQL or Python is an advantage.
  • Legal authorization to work in the country where the role is based on the first day of employment; visa sponsorship is not available.
  • Ability to work the required schedule of 6:30 PM to 3:30 AM IST on US business days.

Benefits

  • Equal opportunity employer committed to inclusion and belonging.
  • Reasonable accommodations provided for candidates and employees with disabilities.
  • Opportunity to work with a global client base and a large-scale investment platform.

Interested in this position?

Apply directly on the company website

Apply Now

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