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Job Description
Addepar is seeking a Client Support Analyst to join their Client Services team in Pune. The Client Services team is responsible for managing client health for all new and existing Addepar clients. The Support Analyst will play a critical role in supporting some of the world’s most sophisticated investors, helping them run their businesses through Addepar. They will 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 involves various forms of client communication, including email, inbound phone calls, and scheduled Zoom meetings.
What this role involves:
- Identifying, responding to, and resolving issues and questions raised by Addepar’s clients
- Providing hands-on support to clients to ensure their ongoing happiness
- Working in complex data sets to identify and resolve data and calculation discrepancies
- Evaluating the criticality of client issues and collaborating with various parts of the organization to resolve
- Working closely and conducting root-cause analysis with Engineering and Data teams to resolve issues
- Working effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
- Helping clients use Addepar to the greatest extent through both functional and conceptual instruction
- Prioritizing and context-switching effectively to execute on simultaneous cases, seeing each through to the finish line
- Becoming an expert on all things Addepar
Requirements:
- 3+ 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
What Addepar offers:
- Opportunity to work with a global technology and data company
- Chance to support some of the world’s most sophisticated investors
- Collaborative and innovative work environment
- Opportunity to learn and grow within the company
