Data Client Support Analyst

Addepar; City of Edinburgh; On-site; GBP 35,000 - 50,000; Full time

Job summary

A global technology and data company in the UK is looking for a Client Support Specialist to aid clients with data feeds and product functionalities. The ideal candidate will hold a Bachelor’s degree or have relevant experience, possess strong communication skills, and preferably have a background in the financial sector. Responsibilities include addressing client enquiries, managing requests from internal teams, and investigating data issues. Familiarity with tools like SQL and Salesforce is beneficial. This is a full-time position based in Edinburgh.

Qualifications

• Outstanding communication and interpersonal skills with excellent attention to detail.
• Experience in the financial investment or advisory industry.
• Proactive in documenting team processes and optimizing workflow efficiencies.

Responsibilities

• Address client enquiries related to data feeds and functionalities.
• Manage internal Data team requests requiring client outreach.
• Investigate client-reported bugs and data processing exceptions.

Skills

Data Analytics

Microsoft Access

SQL

Power BI

R

Data Visualization

Tableau

Data Management

Data Mining

Data Analysis Skills

SAS

Education

Bachelor's degree or relevant experience

Tools

MS Suite

Salesforce

Atlassian

Bloomberg

Thomson Reuters

Job description

The Role

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 Addepars platform aggregates portfolio market and client data for over $8 trillion in assets. Addepars 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 New York City Salt Lake City London Edinburgh Pune Dubai Geneva and São Paulo.

As part of the broader Addepar Go-To-Market organisation the Data Client Support team is responsible for ensuring our customers receive first‑class support experience and are able to get the most value out of their data in Addepar. The Data Client Support group sits at the nexus of Addepars activity and requires daily communications with clients, data providers and other personnel across the company.

Applicants must have and maintain the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• Address client enquiries related to Addepars portfolio data feeds and general data product functionalities within established SLAs
• Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification problems
• Investigate client‑reported bugs and data processing exceptions and triage with Engineering & Product when needed
• Partner with Account Managers, Solutions Architects and other members from GTM to drive alignment on data‑related issues and ensure positive outcomes for clients
• Participate in multi‑org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services

Who You Are

• Ideally you’ll have a Bachelor’s degree or previous relevant experience
• Ideally you’ll have previous work experience in the financial investment/advisory industry with strong understanding of capital markets portfolio accounting and customer relationship management
• Outstanding communication and interpersonal skills with excellent attention to detail
• Track record of demonstrating self‑motivation to take on responsibility, a strong team‑player mentality and passion for delivering client‑centric outcomes
• Proactive and diligent in documenting team processes and finding opportunities to optimise team workflow efficiencies
• Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters or other common financial services systems and applications is preferable

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.

Employment Details

Employment Type: Full Time

Experience: years

Vacancy: 1

Key Skills: Data Analytics, Microsoft Access, SQL, Power BI, R, Data Visualization, Tableau, Data Management, Data Mining, SAS, Data Analysis Skills, Analytics