Job description
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 45 countries, Addepar’s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh and Pune.
The Role
We are currently seeking a Data Client Support Analyst to join our team.
Part of the broader Addepar GTM organization, the Client Support Team is responsible for ensuring Addepar’s clients receive timely responses and resolutions to the Data related support needs. This will include overseeing the processing of transactions and positions so that it meets client timelines, ensuring data quality through verification checks, and helping clients with their data related questions and get the most value out of their data within Addepar.
Important : The working hours for this role is from 6:30 PM to 3:30 AM IST.
What You’ll Do
- Effectively address client inquiries related to Addepar’s custodial data feeds and on general data product functionalities and features within established SLAs.
- Manage and execute requests from internal Data teams that require client outreach and/or action to resolve data verification issues.
- Investigate and troubleshoot client reported bugs and data processing issues, and triaging with Engineering & Product when needed.
- Partner with Account Managers, Solutions Architects, and other internal stakeholders to drive alignment on data related client escalations and ensure positive client outcomes.
- Partner with Product Content to ensure Addepar Help Site and external facing collateral is accurate and up to date for clients.
- Participate in cross-functional projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.
Who You Are
- 2+ years of work experience in the financial investment/advisory/technology industry with strong knowledge of capital markets, portfolio accounting and customer relationship management.
- Excellent communication and interpersonal skills for interfacing with clients, and internal/external stakeholders.
- Proven ability to multitask and prioritize effectively in a fast paced environment.
- Very client-centric, team-oriented, and forward thinking.
- Strong attention to details and a passion for problem solving.
- Technical skills preferred in any or all of the following: MS Suite, Salesforce, Atlassian, SQL, Python, Bloomberg, Thomson Reuters, or other common financial services systems and applications.
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].
