Client Support Analyst-Weekend Shift
Core
Client Support Analyst providing hands-on technical and functional support to investment professionals using Addepar's data platform.
Role type
Client Support Analyst
Builds
Client satisfaction and successful adoption of Addepar's investment data platform
Domain
Financial technology / Investment management
Deliverable
client delivery
Required skills
problem-solving, data analysis, root-cause analysis, SQL, Python, math proficiency
Preferred skills
investment management domain knowledge, wealth management experience
Technologies
Addepar platform, SQL, Python
Responsibilities
Identify and resolve client issues and questions, work in complex data sets to resolve discrepancies, conduct root-cause analysis with Engineering and Data teams, provide functional and conceptual instruction to clients, prioritize and manage simultaneous cases
Seniority
Entry-level to Junior (1+ years experience)