Job Description

Who We AreAddepar 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 trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar\'s platform aggregates portfolio, market and client data for over $6 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, Dublin, Edinburgh, Scotland and Pune, India.*Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker-dealer and member / .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.Important: The working schedule for this position is from 1:30 AM to 10:30 AM IST, US business days.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

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 \xe2\x80\x9cinterviews,\xe2\x80\x9d 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 .Apply for this Job

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First Name *Last Name *Email *PhoneLocation (City)Resume/CVDrop files hereAttach or enter manually(File types: pdf, doc, docx, txt, rtf)Cover LetterDrop files hereAttach or enter manually(File types: pdf, doc, docx, txt, rtf)Are you authorized to work in India without visa sponsorship? *Are you 18 years of age or older? *LinkedIn ProfileJob Applicant Data Privacy Notice *The candidate agrees and understands that Addepar (whether via Addepar, Inc. or Hexaview Systems Private Limited, and/or any of the group companies, each the \xe2\x80\x9cCompany\xe2\x80\x9d) may, from time to time, for the purpose of employment and/ or during the course of the candidate\'s employment, require information from the candidate (the \xe2\x80\x9cInformation\xe2\x80\x9d) including information that may be classified as \xe2\x80\x9csensitive personal data or information\xe2\x80\x9d under the Information Technology Act, 2000. The candidate hereby authorizes the Company (and/or any of the group companies) to collect, store, transmit using computer resources and use any and all Information (unless restricted by applicable law) provided by the candidate to Company (and/or any of the group companies). The candidate further authorizes the Company (and the relevant group companies) to disclose the Information to other group companies or other persons for legitimate business reasons or for any other reason that the Company (and/or the relevant group company) may deem necessary irrespective of whether such group companies or third parties are located in India or any other country.LinkedIn ProfileAre you currently employed by a client, partner, or competitor of Addepar? *Enter the verification code sent to to confirm you are not a robot, then submit your application.Security Code *This application was flagged as potential bot traffic. To resubmit your application, turn off any VPNs, clear the browser\'s cache and cookies, or try another browser. If you still can\'t submit it, contact our support team through the

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