Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in Current York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
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. This role will include various forms of client communication including - email, inbound phone calls and scheduled zoom meetings
Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients.
Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.
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
📌 Client Support Analyst-Weekend Shift (India)
🏢 Addepar
📍 India
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