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Client Support Analyst

Addepar, Salt Lake City, UT

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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.

Responsibilities

  • 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.

Requirements

  • 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 the financial operating system that brings common sense and data-driven investing to our financial world. Addepar gives asset owners and advisors a clearer financial picture at every level, all in one place. It handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it. Secure, scalable, and fast, Addepar is purpose-built to power the global financial system. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage over $1 trillion of assets on the Addepar platform. Addepar has offices in Mountain View, New York City, Salt Lake City, and Chicago.

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. 

About Addepar

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.

Want to learn more about Addepar? Visit Addepar's website.