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Addepar

wealth management platform · portfolio analytics

Client Support Analyst - Night Shift

MumbaiPosted 2 months ago
IT supportJuniorFull Time; Regular
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As a Support Analyst at Addepar, you will play a crucial role in assisting some of the world's most sophisticated investors in effectively using the software to optimize their businesses. Your responsibilities will include: - Identifying, responding to, and resolving issues and questions raised by Addepar's clients - Providing hands-on support to ensure client satisfaction - Working with complex data sets to identify and resolve discrepancies - Collaborating with internal teams to evaluate and address client issues - Conducting root-cause analysis with Engineering and Data teams - Working closely with Product and Account Manager teams to maintain high client satisfaction levels - Assisting clients in maximizing the utility of Addepar through functional and conceptual instructions - Prioritizing and managing multiple cases simultaneously To excel in this role, you should possess the following qualifications: - Minimum of 2 years of experience in a similar role - Previous experience in investment management, wealth management, or portfolio management preferred - Bachelor's Degree in Finance, Economics, Mathematics, or equivalent - Strong communication, organizational, and time-management skills - Proficiency in mathematics - Passion for problem-solving and continuous learning - Interest in technology and finance - 1 year of relevant experience in a client-facing role - Experience with SQL or Python is advantageous Please note that this role requires working in US shift hours (6:30 PM to 3:30 AM IST). Addepar values ownership, collaboration, client success, innovation, and learning. As an equal opportunity employer, Addepar is committed to promoting diversity and inclusion in the workplace. If you require any reasonable accommodations during the application process or employment, please contact us. Please be aware of phishing scams and note that Addepar does not make job offers without a formal interview process. If you have any concerns, please reach out to [HIDDEN TEXT]. As a Support Analyst at Addepar, you will play a crucial role in assisting some of the world's most sophisticated investors in effectively using the software to optimize their businesses. Your responsibilities will include: - Identifying, responding to, and resolving issues and questions raised by Addepar's clients - Providing hands-on support to ensure client satisfaction - Working with complex data sets to identify and resolve discrepancies - Collaborating with internal teams to evaluate and address client issues - Conducting root-cause analysis with Engineering and Data teams - Working closely with Product and Account Manager teams to maintain high client satisfaction levels - Assisting clients in maximizing the utility of Addepar through functional and conceptual instructions - Prioritizing and managing multiple cases simultaneously To excel in this role, you should possess the following qualifications: - Minimum of 2 years of experience in a similar role - Previous experience in investment management, wealth management, or portfolio management preferred - Bachelor's Degree in Finance, Economics, Mathematics, or equivalent - Strong communication, organizational, and time-management skills - Proficiency in mathematics - Passion for problem-solving and continuous learning - Interest in technology and finance - 1 year of relevant experience in a client-facing role - Experience with SQL or Python is advantageous Please note that this role requires working in US shift hours (6:30 PM to 3:30 AM IST). Addepar values ownership, collaboration, client success, innovation, and learning. As an equal opportunity employer, Addepar is committed to promoting diversity and inclusion in the workplace. If you require any reasonable accommodations during the application process or employment, please contact us. Please be aware of phishing scams and note that Addepar does not make job offers without a formal interview process. If you have any concerns, please reach out to [HIDDEN TEXT].

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