Client Support Analyst

As a Support Analyst at Addepar, you will play a crucial role in supporting sophisticated investors to ensure they get the most value out of using the software. Your responsibilities will include identifying, responding to, and resolving client issues, providing hands-on support, working with complex data sets, and collaborating with internal teams to resolve client issues effectively. Your role will involve client communication through email, inbound phone calls, and scheduled zoom meetings. It is important to note that the working schedule for this role is from 1:30 AM to 10:30 AM IST on U.S. business days. - Identify, respond to, and resolve issues and questions raised by clients - Provide hands-on support to clients to ensure their ongoing happiness - Work with complex data sets to identify and resolve data and calculation discrepancies - Collaborate with various parts of the organization to evaluate the criticality of client issues - Conduct root-cause analysis with Engineering and Data teams to resolve issues - Collaborate with Product and Account Manager teams to maintain a high level of client satisfaction - Assist clients in maximizing their usage of Addepar through functional and conceptual instruction - Prioritize and context-switch effectively to handle simultaneous cases to completion - Become an expert on all aspects of Addepar - 3+ years of experience in a similar role - Previous experience in investment management, wealth management, or portfolio management domain preferred - Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experience - Superior communication, organizational, and time-management skills - Proficiency in math - Passion for problem-solving, continuous learning, technology, and finance - 1+ years of relevant experience in a client-facing role - Experience with SQL or Python will be an advantage,