Client Support Analyst
AddeparWealth Management company
Salt Lake City, United States$59,000 - $74,000Mid
8VC
Valor Equity Partners
D1 Capital Partners
Vitruvian Partners
WestCap
EDBI
Operations & StrategyNew
About the role
TL;DR
Provide client support and resolve issues for sophisticated investors using Addepar's platform.
- •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.
- •Key Responsibilities 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 Requirements 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
Required skills
SQLProject Management
Domain expertise
fintech
Tech stack
SQL