Client Success 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.
Identify, respond, 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 client issues
Evaluate the criticality of a given issues; isolate and escalate problems within Addepar
Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues
Work effectively with Product and Client Advocacy teams to manage and maintain a high level of client satisfaction
Help clients leverage Addepar to the greatest extent possible through both functional and conceptual instruction
Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
Be an expert on all things Addepar
Bachelor’s Degree in Finance, Computer Science, 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
Up to 5 years of relevant experience
[Bonus] Previous experience in investment management
[Bonus] Programming or scripting experience
[Bonus] Fluent in Spanish
Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates portfolio, market, and client data all in one place. It provides asset owners and advisors a clearer financial picture at every level, allowing them to make more informed and timely investment decisions. Addepar works with leading financial advisors, family offices, and large financial institutions that manage over $1.3 trillion of assets on the company’s platform. In 2018, Addepar was named as a Forbes Fintech 50 and received Morgan Stanley's Fintech Award for making significant impact to the firm’s mission of continuous innovation. Addepar is headquartered in Silicon Valley and has offices in New York City, Chicago, and Salt Lake City.
At Addepar, we rely on a range of backgrounds, experiences, and ideas. We value diversity, and we’re proud to be an inclusive, equal opportunity workplace.
We’ve built an extraordinary team of engineers, product-innovators, and industry experts fully devoted to creating the operating system for our financial world.
And we’ve brought together hundreds of clients, representing over a half-trillion dollars in assets, who believe in our vision of a platform on which all financial information is private and secure, while also being easily, and quickly accessible by the right people.
This all seems like common sense. Innovation. Transparency. Access to your data. Allowing for greater financial health for all. But it’s far from how things work today.
We’re changing that.