Full-Time
Technical Support Analyst
Posted on 11/30/2023
Wealth management platform for investors & advisors
Junior
Edinburgh, UK
- Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experience
- Superior communication, organizational, and time-management skills
- Proficiency in maths
- 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
- Identify, respond to, and resolve issues and questions raised by Addepar’s clients
- Provide hands-on support to clients to ensure 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
- 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
- Become an expert on all things Addepar
Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
Company Stage
Series F
Total Funding
$1.6B
Headquarters
Mountain View, California
Founded
2009
6 month growth
↑ 4%1 year growth
↑ 14%2 year growth
↑ 37%Benefits
Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
Learning & Development Allowance: Your continued growth and development are important to us
Dynamic Team: Strong investment in the best talent at the intersection of technology and finance