Data Client Support Analyst

Addepar
Pune
Workplace: HybridFull timeFunction: Product ManagementExperience: 2+ yearsSkills: ["Communication","Interpersonal skills","Attention to detail","Self-motivation","Teamwork"]

Support clients using Addepar portfolio data feeds and data product functionalities within defined SLAs. Triage and investigate customer-reported bugs and data processing issues, coordinating with Engineering and Product when needed. Handle internal data requests that require client outreach to resolve verification problems, and partner with Account Managers and Solutions Architects on data escalations. Collaborate on multi-org initiatives to improve processes and stand up new data-related services.

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FursaFursa
Addepar
Addepar
1 day ago

Data Client Support Analyst

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Support clients using Addepar portfolio data feeds and data product functionalities within defined SLAs. Triage and investigate customer-reported bugs and data processing issues, coordinating with Engineering and Product when needed. Handle internal data requests that require client outreach to resolve verification problems, and partner with Account Managers and Solutions Architects on data escalations. Collaborate on multi-org initiatives to improve processes and stand up new data-related services.
Location: Pune
Workplace: Hybrid
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Address client inquiries related to Addepar portfolio data feeds and data product functionalities within established SLAs.
  • •Manage and complete internal data requests that require client outreach and/or action to resolve data verification issues.
  • •Investigate client-reported bugs and data processing issues, and triage with Engineering & Product when needed.
  • •Partner with Account Managers, Solutions Architects, and GTM stakeholders to align on data escalations and ensure positive client outcomes.
  • •Participate in multi-org projects to improve internal processes and support new product functionality or services.

Key Requirements

  • •2+ years of work experience in the financial investment/advisory industry with understanding of capital markets, portfolio accounting, and customer relationship management.
  • •Excellent communication and interpersonal skills with strong attention to detail.
  • •Self-motivated, collaborative mindset with a focus on client-centric outcomes.
  • •Proactive documentation of processes and continuous improvement of workflow efficiencies.
  • •Familiarity with MS Suite, Salesforce, Atlassian, SQL, and financial services systems such as Bloomberg and Thomson Reuters.
Experience:2+ yearsFinancial investmentFinancial advisoryCapital marketsPortfolio accountingCustomer relationship management
Skills:CommunicationInterpersonal skillsAttention to detailSelf-motivationTeamwork
Languages:English
Tech Stack:MS SuiteSalesforceAtlassianSQLBloombergThomson Reuters

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn