As a Client Support Analyst, you will identify, respond to, and resolve issues and questions raised by Addepar’s clients, providing hands-on support and working with complex data sets. You will collaborate with Engineering, Data, Product, and Account Manager teams to ensure client satisfaction.
Salary not listed
On-site1+ YOECustomer Support
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
Data AnalysisRoot Cause AnalysisClient SupportFinancial ServicesInvestment Management
Support pharmacy and Rx delivery customers at Instacart by providing real-time empathetic phone support for orders, Fresh Funds, and health initiatives. Requires 1+ years customer service experience, strong communication, tech proficiency, and ability to thrive in a fast-paced, changing environment.
17 – 21
Remote1+ YOECustomer Support
Healthcare Customer Service Specialist II
MachinifyUnited States
Serve as primary point of contact for providers and Medicare contractors, handling inbound/outbound calls, written inquiries, and complex issue resolution for the CMS Recovery Audit Contractor program. Requires 2+ years call center/customer service experience.
Salary not listed
Remote2+ YOECustomer Support
Patient Engagement Specialist I
Sprinter HealthMenlo Park, CA
Patient Engagement Specialist responsible for high-volume outbound calls (150-200/day), educating patients on at-home healthcare services, building trust, and booking appointments (avg 19/day). Requires 2+ years outbound call center experience (1+ in healthcare), EHR proficiency, and strong multi-channel communication skills.
44k – 44k
Remote2+ YOECustomer Support
Benefits Care Advocate, Phoenix
GustoPhoenix, AZ
Benefits Care Advocate handling complex customer inquiries via phone, email, and chat for Gusto's small business payroll and benefits platform. Requires 2+ years customer service experience including 1+ year in benefits, strong communication, problem-solving, and comfort with multiple tech tools in a fast-paced call center environment.
40k – 45k
On-site2+ YOECustomer Support
Concierge Associate
Garner HealthUnited States
Serve as the front-line support for members, guiding them via phone, chat, and email to understand and maximize their healthcare benefits while steering them toward high-quality, low-cost care. Requires 2+ years customer service experience, strong communication, empathy, and attention to detail in a fast-paced remote environment.