Client Support Analyst
Salt Lake City, UTCustomer SupportOnsite1+ YOE
Summary
Provide hands-on client support, resolve data and calculation issues, and collaborate with Engineering, Product, and Account teams to maintain high client satisfaction. Requires 1+ years client-facing experience and a bachelor's in Finance, Economics, or Math.
About the role
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
- 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
- [Plus] Previous experience in investment management
Skills
Client supportProblem-solvingData analysisRoot cause analysisCommunicationTime managementFinanceMathematicsInvestment management