Full-Time

Client Support Analyst

Updated on 6/1/2024

Addepar

Addepar

501-1,000 employees

Data aggregation platform for investment professionals

Data & Analytics
Fintech

Mid

Salt Lake City, UT, USA

Required Skills
Communications
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
  • Passion for technology and finance
  • 1+ years of relevant experience in a client-facing role
  • Previous experience in investment management is a plus
Responsibilities
  • Identify, respond to, and resolve issues and questions raised by Addepar’s clients
  • Provide hands-on support to clients to ensure their 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 to resolve
  • 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 through functional and conceptual instruction
  • Prioritize and context-switch effectively to execute on simultaneous cases
  • Become an expert on all things Addepar

Addepar

Company Stage

Series F

Total Funding

$1.6B

Headquarters

Mountain View, California

Founded

2009

Growth & Insights
Headcount

6 month growth

5%

1 year growth

10%

2 year growth

31%

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