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About the role
The Role Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world s most sophisticated investors, helping them run their businesses through Addepar. They assist Addepar s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction. This role will include various forms of client communication including - email, inbound phone calls and scheduled zoom meetings Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients. Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position. What You ll Do Identify, respond to, and resolve issues and questions raised by Addepar s clients Provide hands-on support to our 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 Work closely and 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, seeing each through to the finish line Become an expert on all things Addepar Who You Are Minimum 1+ years of experience in a similar role Previous experience in investment management or Wealth management or Portfolio management domain will be highly preferred 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 Experience with SQL or Python will be an advantage Important Note: This will be a 4 Day shift role(Friday, Saturday, Sunday and Monday). 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. Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
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