Client 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

Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

The Role

Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world's most sophisticated investors, helping them run their businesses through Addepar. They 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.

Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.

Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

The current range for this role is $59,000 - $74,000 (base salary) + bonus + equity + benefits.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You'll Do

• Identify, respond to, and resolve issues and questions raised by Addepar's clients
• Provide hands-on support to our clients to ensure their 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 and conduct root-cause analysis with Engineering and Data teams to resolve issues
• Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
• Help clients use Addepar to the greatest extent through both functional and conceptual instruction
• Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
• Become an expert on all things Addepar

Who You Are

• 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
• [Plus] Previous experience in investment management

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.