Data Client Support Analyst
Core
Ensure customers receive first-class support experience and get the most value out of their data in Addepar by addressing inquiries, managing data verification requests, and investigating bugs.
Role type
Client support analyst (financial data)
Builds
Addepar's data platform for investment professionals
Domain
Financial services / Investment management
Deliverable
client delivery
Required skills
portfolio accounting, capital markets knowledge, customer relationship management, data verification, bug investigation, process documentation
Preferred skills
SQL, Bloomberg, Thomson Reuters, Salesforce, MS Suite, Atlassian
Responsibilities
Address client inquiries related to portfolio data feeds and product functionalities; Manage and complete requests from internal Data teams requiring client outreach; Investigate client reported bugs and data processing issues; Partner with Account Managers and Solutions Architects on data escalations; Participate in multi-org projects to improve internal processes
Seniority
Mid-level (3+ years experience)