Client Operations Analyst @ Addepar

Who We Are

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $6 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.

The Role

Addepar is looking for a Client Operations Analyst to support teams across the Addepar Go To Market Organisation. You will work closely with all of our Go-to Market Teams, including Client Management, Sales and Partnerships as well as cross functional partners such as Legal, Finance, Information Security & Engineering. Your role has a dual purpose:

Optimise key business processes & systems to shorten Addepar’s sales cycle.
Develop cross-functional relationships and content to scale Addepar’s ability to quickly respond to client Assurance requests.

What You’ll Do

Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
Train AI tooling with standard responses and optimise Addepar’s Assurance Library content in Whistic.
Track & synthesise prospect and client insights to deliver data-driven recommendations to Addepar Leadership.
Balance competing cross-functional priorities and working styles to drive an excellent client Assurance experience.
Build content & processes to continually improve Addepar’s Assurance offering to prospects, clients & partners.

Who You Are

1+ years of applicable experience
Excellent interpersonal, written, and oral communication skills
Excellent listening skills and the ability to ask probing questions, understand concerns, and navigate objections
Strong work ethic and self-starter, able to effectively prioritise and adapt within a fast-paced business environment
Strong partnership skills
Genuine passion for supporting team members and clients

Our Values

Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].

Client Operations Analyst

Addepar

The Role

What You’ll Do

Who You Are

6 month growth

1 year growth

2 year growth

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