Client Support Analyst

2 weeks ago

Pune, Maharashtra, India addepar Full time

Who We Are

Join Addepar, a leading global technology and data company dedicated to assisting investment professionals in offering expert guidance to clients. Trusted by hundreds of thousands of users worldwide, Addepar has facilitated over $5 trillion in assets management. With a presence in more than 40 countries, Addepar's platform consolidates portfolio, market, and client data seamlessly. Collaborating with over 100 software partners, Addepar provides a holistic solution for various firms and scenarios. Embracing a global workforce model, Addepar has offices in major cities such as Silicon Valley, New York City, London, and Pune.

*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker-dealer and member of FINRA / SIPC.

The Role

Client Services plays a vital role in ensuring client satisfaction for all Addepar clients. Support Analysts are key in assisting sophisticated investors in utilizing Addepar for their businesses effectively. They engage with a diverse client base, providing day-to-day software support and maximizing client value.

Are you a problem-solver who thrives on challenges and enjoys interacting directly with clients? We are looking for a candidate like you

What You'll Do

  • Address and resolve client issues and inquiries promptly
  • Provide hands-on assistance to clients for ongoing satisfaction
  • Analyze complex data sets to resolve discrepancies
  • Collaborate with different teams to manage and resolve client issues
  • Conduct root-cause analysis with Engineering and Data teams
  • Work closely with Product and Account Manager teams for client satisfaction
  • Guide clients in maximizing their use of Addepar
  • Manage multiple cases simultaneously with efficiency
  • Become a product expert

Who You Are

  • Bachelor's Degree in Finance, Economics, Mathematics, or related field
  • Strong communication, organizational, and time-management skills
  • Proficient in math
  • Passion for problem-solving and continuous learning
  • Interest in technology and finance
  • 1+ years of client-facing experience
  • [Plus] Previous experience in investment management

Our Values

  • Act Like an Owner - Take ownership and deliver results
  • Build Together - Collaborate for lasting solutions
  • Champion Our Clients - Exceed client expectations
  • Drive Innovation - Bold problem-solving for industry transformation
  • Embrace Learning - Engage for personal and communal growth

Addepar is an equal opportunity employer, fostering diversity and inclusion for innovative solutions. Our goal is to create a welcoming environment where belonging and inclusion are embraced.

As part of our commitment to safety, we conduct virtual interviews and onboarding for all candidates.

Individuals with disabilities requiring accommodation during the application process can reach out to us for assistance.

PHISHING SCAM WARNING: Addepar remains vigilant against phishing scams targeting job seekers. We do not offer jobs via email, text, or social media without a formal interview process. Be cautious of imposters asking for personal or financial information. Reach out to us directly if you have any concerns.

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