Client Support Analyst

3 days, 9 hours 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 ongoing client satisfaction.
  • Work with complex data sets to investigate and resolve data and calculation discrepancies.
  • Evaluate issue severity and coordinate with internal teams to drive resolution.
  • Conduct root-cause analysis with Engineering and Data teams.
  • Partner with Product and Account Manager teams to maintain high client satisfaction.
  • Guide clients through functional and conceptual use of Addepar.
  • Prioritize and manage multiple cases simultaneously through completion.
  • Develop deep expertise in the Addepar platform and workflows.

Requirements

  • Bachelor’s degree in Finance, Economics, Mathematics, or equivalent experience.
  • 1+ years of relevant experience in a client-facing role.
  • Superior communication, organizational, and time-management skills.
  • Proficiency in math.
  • Passion for problem-solving and continuous learning.
  • Interest in technology and finance.
  • Previous experience in investment management is a plus.
  • Must be legally authorized to work in the United States for any employer without current or future visa sponsorship.
  • Must be authorized to begin work in the U.S. on the first day of employment.

Benefits

  • Base salary of $59,000 - $74,000, plus bonus, equity, and benefits.
  • Market-based compensation determined by skills, experience, qualifications, work location, and market conditions.
  • Equal opportunity employer with a commitment to inclusion and belonging.
  • Reasonable accommodations provided for individuals with disabilities during the application and interview process.
  • Remote/work location-specific salary transparency across Colorado, California, and New York.

Interested in this position?

Apply directly on the company website

Apply Now

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