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 worldâs most sophisticated investors, helping them run their businesses through Addepar. They assist Addeparâs 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.
Addepar takes a market-based approach to pay. A successful candidateâs starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $52,000 - $65,000 + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What Youâll Do
- Identify, respond to, and resolve issues and questions raised by Addeparâs 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
- Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
- Help clients use Addepar to the greatest extent through both functional and conceptual instruction
- Prioritize 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
- Bachelorâs 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
- [Plus] Previous experience in investment management
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