Addepar

2 weeks ago

Client Support Analyst-Weekend Shift

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Support Addepar clients with day-to-day usage of the platform by identifying, responding to, and resolving issues and questions. You’ll work through complex data sets to troubleshoot data and calculation discrepancies, perform root-cause analysis with Engineering and Data teams, and collaborate with Product and Account Manager teams to maintain high client satisfaction. This weekend shift role includes email, inbound calls, and scheduled Zoom meetings.

Location: Pune

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

Seniority: Entry level

Key Responsibilities

•Identify, respond to, and resolve issues and questions raised by Addepar clients.
•Provide hands-on support to ensure clients’ ongoing satisfaction.
•Work in complex data sets to identify and resolve data and calculation discrepancies.
•Evaluate issue criticality and collaborate across teams to resolve client problems.
•Conduct root-cause analysis with Engineering and Data teams, and help clients through functional and conceptual instruction.

Pay and Benefits

Schedule:4-Day Week

Key Requirements

•Minimum 1+ years of experience in a similar role.
•1+ years of relevant experience in a client-facing role.
•Bachelor’s degree in Finance, Economics, Mathematics, or equivalent experience.
•Strong communication, organizational, and time-management skills.
•Proficiency in math; experience with SQL or Python is an advantage.

Experience:1+ yearsInvestment managementWealth managementPortfolio management

Education:Bachelor's in Finance, Economics, Mathematics

Skills:CommunicationOrganizational skillsTime-managementProblem-solvingContinuous learning

Languages:English

Tech Stack:SQLPythonZoom

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

Website LinkedIn

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Addepar

2 weeks ago

Client Support Analyst-Weekend Shift

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: Pune

Workplace: Remote

Employment Type: Full time

Job Function: Product Management

Seniority: Entry level

Key Responsibilities

•Identify, respond to, and resolve issues and questions raised by Addepar clients.
•Provide hands-on support to ensure clients’ ongoing satisfaction.
•Work in complex data sets to identify and resolve data and calculation discrepancies.
•Evaluate issue criticality and collaborate across teams to resolve client problems.
•Conduct root-cause analysis with Engineering and Data teams, and help clients through functional and conceptual instruction.

Pay and Benefits

Schedule:4-Day Week

Key Requirements

•Minimum 1+ years of experience in a similar role.
•1+ years of relevant experience in a client-facing role.
•Bachelor’s degree in Finance, Economics, Mathematics, or equivalent experience.
•Strong communication, organizational, and time-management skills.
•Proficiency in math; experience with SQL or Python is an advantage.

Experience:1+ yearsInvestment managementWealth managementPortfolio management

Education:Bachelor's in Finance, Economics, Mathematics

Skills:CommunicationOrganizational skillsTime-managementProblem-solvingContinuous learning

Languages:English

Tech Stack:SQLPythonZoom

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn