Job description The RoleClient 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 + 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 DoIdentify, respond to, and resolve issues and questions raised by Addepar's clientsProvide hands-on support to our clients to ensure their ongoing happinessWork in complex data sets to identify and resolve data and calculation discrepanciesEvaluate the criticality of client issues and collaborate with various parts of the organization to resolveWork closely and conduct root-cause analysis with Engineering and Data teams to resolve issuesWork effectively with Product and Account Manager teams to manage and maintain a high level of client satisfactionHelp clients use Addepar to the greatest extent through both functional and conceptual instructionPrioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish lineBecome an expert on all things AddeparWho You Are Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experienceSuperior communication, organizational, and time-management skillsProficiency in mathPassion for problem-solving and continuous learningPassion for technology and finance1+ years of relevant experience in a client-facing role[Plus] Previous experience in investment managementPlease mention the word **SWEETHEART** and tag RMjYwMDoxZjE4OjE3OTpmOTAwOjcxOmFmOWE6YWRlNzpkNzcy when applying to show you read the job post completely (#RMjYwMDoxZjE4OjE3OTpmOTAwOjcxOmFmOWE6YWRlNzpkNzcy). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.
