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AddeparAddeparSalt Lake City, UT

Client Support Analyst

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
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