Client Support Analyst

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 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.

Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.

What You’ll Do

• 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 Account Manager teams to handle and maintain a high level of client satisfaction

• Help clients leverage Addepar to the greatest extent possible through both functional and conceptual instruction

• Prioritise 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

• Outstanding communication, organisational, and time-management skills

• Proficiency in maths

• 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

• [Plus] Fluent in Spanish

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.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [email protected].