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.
Addepar takes a market-based approach to pay. A successful candidate's 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 (base salary) + 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 You'll Do
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
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
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
[Plus] Previous experience in investment management
