Client Support Analyst

Addepar
Salt Lake City
Workplace: OnsiteFull timeUSD 59,000 - 74,000 annuallyFunction: Product ManagementExperience: 1+ yearsEducation: bachelorsSkills: ["Communication","Organizational","Time-management","Math proficiency","Problem-solving","Continuous learning","Client-facing support","Root-cause analysis"]

Provide day-to-day support for Addepar clients by identifying, resolving, and escalating questions and issues. Work with complex data sets to detect and troubleshoot data and calculation discrepancies, conducting root-cause analysis with Engineering and Data teams. Partner with Product and Account Management to maintain high client satisfaction, and teach clients how to use Addepar effectively through both functional and conceptual guidance.

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FursaFursa
Addepar
Addepar
2 days ago

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: 5 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Provide day-to-day support for Addepar clients by identifying, resolving, and escalating questions and issues. Work with complex data sets to detect and troubleshoot data and calculation discrepancies, conducting root-cause analysis with Engineering and Data teams. Partner with Product and Account Management to maintain high client satisfaction, and teach clients how to use Addepar effectively through both functional and conceptual guidance.
Location: Salt Lake City
Workplace: Onsite
Employment Type: Full time
Job Function: Product Management
Seniority: Mid level

Key Responsibilities

  • •Identify, respond to, and resolve issues and questions raised by Addepar’s clients.
  • •Provide hands-on support to ensure ongoing client happiness and value from each interaction.
  • •Work in complex data sets to identify and resolve data and calculation discrepancies.
  • •Evaluate issue criticality and collaborate with teams to resolve client matters.
  • •Work closely with Engineering and Data teams to conduct root-cause analysis and maintain client satisfaction.

Pay and Benefits

Salary: USD 59,000 - 74,000 annually
Equity and Bonus:Equity

Key Requirements

  • •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.
  • •1+ years of relevant experience in a client-facing role.
Experience:1+ yearsInvestment management
Education:Bachelor's
Skills:CommunicationOrganizationalTime-managementMath proficiencyProblem-solvingContinuous learningClient-facing supportRoot-cause analysis

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