Responsibilities
- 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
Requirements
- Minimum 1+ years of experience in a similar role
- 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
Nice to Have
- Previous experience in investment management or Wealth management or Portfolio management domain will be highly preferred
- Experience with SQL or Python will be an advantage
Work Arrangement
Remote (Worldwide) — New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore, São Paulo
Additional Information
- This will be a 4 Day shift role (Friday, Saturday, Sunday and Monday)
- 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
