Client Support Analyst

Responsibilities

• Identify, respond to, and resolve technical and functional issues raised by sophisticated investors
• Provide hands-on support via email, phone, and Zoom to ensure client success and satisfaction
• Analyze complex data sets to identify and resolve data and calculation discrepancies
• Conduct root-cause analysis in collaboration with Engineering and Data teams
• Evaluate the criticality of client issues and coordinate with Product and Account Management teams
• Provide functional and conceptual instruction to help clients maximize the value of the platform

Requirements

• 1+ years of experience in a client-facing role
• Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experience
• Proficiency in mathematics
• Ability to work a 4-day weekend shift (Friday, Saturday, Sunday, and Monday)
• Strong communication, organizational, and time-management skills

Preferred Qualifications

• Previous experience in investment management, wealth management, or portfolio management
• Experience with SQL or Python

About the Company

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.