Data Client Support Analyst

Job Description

Addepar is seeking a Data Client Support Analyst to join their team in Pune. The Client Support Team ensures clients receive timely responses and resolutions to data-related support needs. This involves overseeing transaction and position processing, ensuring data quality, and assisting clients with data-related inquiries.Responsibilities:

• Effectively address client inquiries related to Addepar’s custodial data feeds and data product functionalities.
• Manage and execute requests from internal Data teams that require client outreach.
• Investigate and troubleshoot client-reported bugs and data processing issues.
• Partner with Account Managers and other stakeholders to drive alignment on data-related client escalations.
• Partner with Product Content to ensure Addepar Help Site is accurate and up to date.
• Participate in cross-functional projects to improve internal processes.

Requirements:

• 2+ years of work experience in the financial investment/advisory/technology industry.
• Strong knowledge of capital markets, portfolio accounting, and customer relationship management.
• Excellent communication and interpersonal skills.
• Proven ability to multitask and prioritize effectively.
• Client-centric, team-oriented, and forward-thinking approach.
• Strong attention to detail and problem-solving skills.
• Technical skills preferred in MS Suite, Salesforce, Atlassian, SQL, Python, Bloomberg, Thomson Reuters, or other financial services systems.

What Addepar Offers:

• Opportunity to work in a global technology and data company.
• Chance to contribute to a team that empowers smarter investment decisions.
• Participation in cross-functional projects and broad company initiatives.