Client Success & Data Support Analyst

Sway; Salt Lake City, Northern (UT, KY); Hybrid; USD 59,000 - 74,000; Full time

Job summary

Addepar is seeking a Client Services Support Analyst to help clients maximize value from the Addepar platform in Salt Lake City. You will manage client health, resolve data and usage issues, and coordinate with engineering and product teams to deliver timely solutions.

The ideal candidate is tenacious about problem-solving, adept at coordinating internal teams, and comfortable working directly with clients. A finance/economics background and 1+ year in a client-facing role are preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Mathematics, or equivalent experience.
• Strong communication, organizational, and time-management skills.
• Proficiency in math.
• 1+ years of relevant experience in a client-facing role.
• Plus: Previous experience in investment management.

Responsibilities

• Identify, respond to, and resolve issues and questions raised by Addepar's clients
• Provide hands-on support to clients to ensure 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 with Engineering and Data teams to resolve issues
• Collaborate with Product and Account Manager teams to maintain high client satisfaction
• Help clients use Addepar to the greatest extent through instruction
• Prioritize and context-switch effectively to manage multiple cases
• Become an expert on all things Addepar

Skills

Client support

Communication

Time management

Math proficiency

Problem solving

Education

Bachelor's degree in Finance/Economics/Mathematics

Job description

Addepar is seeking a Client Services Support Analyst to help clients maximize value from the Addepar platform in Salt Lake City. You will manage client health, resolve data and usage issues, and coordinate with engineering and product teams to deliver timely solutions.

The ideal candidate is tenacious about problem-solving, adept at coordinating internal teams, and comfortable working directly with clients. A finance/economics background and 1+ year in a client-facing role are preferred.