Addepar
Finance / FinServ
DataClientSupportAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“Data Client Support Analyst at Addepar. Skills: Data Client Support, portfolio data feeds, client inquiries, data product functionalities, client outreach, data verification issues, bug investigation, data processing issues, client-reported issues, client success. Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs.. Manage and complete requests from internal Data teams that require client outreach and/or action t”
What You'll Achieve.
ensuring our customers receive first-class support experience; customers are able to get the most value out of their data in Addepar; ensure positive outcomes for clients; Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.; Deliver lasting value.; Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
Industry & Context.
finding opportunities to optimize team workflow efficiencies; Investigate client reported bugs and data processing issues; triage with Engineering & Product when needed
The working schedule for this position is from 6:30 PM to 3:30 AM IST, US business days., 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., Willing to work flexible hours.
What They're Looking For.
Must Have
3+ years of work experience in the financial investment/advisory industry, solid understanding of capital markets, portfolio accounting, customer relationship management, Outstanding communication and interpersonal skills, excellent attention to detail, Track record of demonstrating self-motivation to take on responsibility, a team-player mentality, passion for delivering client-centric outcomes, Proactive and diligent in documenting team processes, finding opportunities to optimize team workflow efficiencies, Willing to work flexible hours
Nice to Have
Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, other common financial services systems and applications
What You'll Do.
Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs.
Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues.
Investigate client reported bugs and data processing issues
and triage with Engineering & Product when needed.
Partner with Account Managers
and other members from GTM to drive alignment on data related escalations and ensure positive outcomes for clients.
Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.
How You'll Work.
Team & Collaboration
Partner with Account Managers, Solutions Architects, and other members from GTM to drive alignment on data related escalations and ensure positive outcomes for clients.; Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.; Build Together - Collaborate to unlock the best solutions.
Communication Scope
Outstanding communication and interpersonal skills
Full Job Description
Who We Are 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 New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role As part of the broader Addepar Go-to-Market (GTM) organization, the Data Client Support team is responsible for ensuring our customers receive first-class support experience and are able to get the most value out of their data in Addepar. The Data Client Support group sits at the nexus of Addepar's activity and requires daily communications with clients, data providers, and other personnel across the company. Important: The working schedule for this position is from 6:30 PM to 3:30 AM IST, US business days. 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 Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs. Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues. Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed. Partner with Account Managers, Solutions Architects, and other members from GTM to drive alignment on data related escalations and ensure positive outcomes for clients. Participate in mul
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