Client Operations Analyst Remote, UK

Addepar; Basingstoke; Remote; GBP 30,000 - 50,000; Full time

Job summary

An innovative technology firm is seeking a Client Operations Analyst to enhance client management and operational efficiency. In this dynamic role, you will collaborate with various teams, leveraging data analytics to drive client success and improve business processes. Your expertise will be pivotal in maintaining data integrity within critical systems and delivering insightful reports that tell a compelling client story. Join a company that values collaboration, innovation, and a commitment to client satisfaction, and help shape the future of investment solutions.

Qualifications

• 1+ years of experience in client operations or related field.
• Ability to analyze large datasets and provide actionable insights.

Responsibilities

• Provide analytics and reporting to support the Client Management team.
• Maintain data hygiene in Salesforce and FinancialForce systems.

Skills

Data Analysis

Communication Skills

Interpersonal Skills

Problem Solving

Self-Starter

Education

Bachelor's Degree or equivalent experience

Tools

Salesforce

FinancialForce

Job description

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.

The Role

Addepar is looking for a Client Operations Analyst to support teams across the Addepar Go To Market Organisation. You will work closely with all of our Go-to Market Teams, including Client Management, Solutions Architecture, Project Management, Support, Sales and Training. Your role has a dual purpose:

• Maintain operational administration of systems (such as Salesforce & FinancialForce)

What You’ll Do

• Provide analytics and reporting to support the Client Management team, client-facing projects, and to improve business processes
• Able to interpret analytics to tell a client story; train Account Managers on how to use dashboards and data to deeply understand client health
• Partner with the team leads to optimise processes and policies
• Maintain FinancialForce and Salesforce data hygiene and own system data integrity.
• Detail operational knowledge, issues, processes, and methodologies in reference materials
• Consult with external teams (e.g., Finance, Legal, Sales, etc.) to build robust cross-functional processes and support cross-team handoffs
• Build content & processes to continually improve Addepar's Assurance offering to prospects, clients & partners.
• Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners
• Develop and lead internal training on standard methodologies and processes.

Who You Are

• 1+ years of applicable experience
• Ability to analyse large data sets and provide concrete recommendations
• Excellent interpersonal, written, and oral communication skills
• Excellent listening skills and the ability to ask probing questions, understand concerns, and navigate objections
• Strong work ethic and self-starter, able to effectively prioritise and adapt within a fast-paced business environment
• Genuine passion for supporting team members and clients

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.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.