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- Tasks: Join our team as a Client Solutions Analyst, helping clients maximise the Addepar platform.
- Company: Addepar is a leading financial technology company focused on transforming wealth management.
- Benefits: Enjoy an 18-month programme with hands-on experience, mentorship, and collaboration across teams.
- Why this job: This role offers a unique chance to blend finance and tech while making a real impact.
- Qualifications: Ideal candidates are graduating between Fall 2025 - Spring 2026 with a relevant degree.
- Other info: This position is based in Edinburgh; relocation assistance is not provided.
The predicted salary is between 36000 - 60000 £ per year.
Overview
AddeGrad Program (2026) – Client Solutions Analyst
Edinburgh, UK
Program
This 18-month step program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform. You will be part of an 18-month cohort with onboarding and enablement, a supportive manager, and collaboration across Go-To-Market and R&D teams. The start date for the program is July 2026. The program is hosted out of our Edinburgh, Scotland office for UK candidates.
The program offers preparation for roles in Client Success, Product Management, or continued work within Client Services, with opportunities to partner with stakeholders across the company.
The Role
We are seeking a Client Solutions Analyst to join our Services Team. Client Solutions Analysts design and implement Addepar for new clients, helping to unlock value and advising clients on modeling and examining financial instruments and assets. The role requires a deep understanding of both finance and technology and ownership of clients’ success. The ideal candidate will have a strong desire to provide an outstanding client experience in investment management or related software deployments, be self-reliant, and able to collaborate across Sales, Product, and Partnership teams. They should have a strong understanding of target markets or be eager to learn, and be hands-on in solving client needs.
In this role, you will lead the design and oversight for onboarding new clients to the Addepar platform, ensuring solutions fit complex client requirements and are compatible with other Addepar products and services as the offering expands.
What You’ll Do
You’ll join a postgraduate cohort and grow your career in an 18-month program with direct exposure to clients. You will begin on the Client Support team to gain in-depth product knowledge and become an Addepar platform expert, with responsibilities including:
- Provide hands-on support to identify, respond to, and resolve client issues and questions
- Work with complex data sets to identify and resolve data and calculation discrepancies
- Collaborate with R&D teams for root-cause analysis; with Product and Account Management to maintain client satisfaction
- Help clients use Addepar to its fullest through functional and conceptual instruction
In future rotations, you’ll shift toward other roles within the Services organization to:
- Learn how to design solutions and execute project implementations
- Work with cross-functional teams to ensure successful project delivery and client satisfaction
- Prioritize and context-switch to support multiple projects
- Identify and drive process improvements as the Addepar platform expands
- Engage with clients proactively in a consultative, professional manner
- Communicate project health and status to internal and external senior leadership
Who You Are
- BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or related field with graduation dates between Fall 2025 – Spring 2026
- Exceptional organizational and interpersonal skills
- Solution-oriented with a passion for problem-solving
- Proven ability to research, design, and implement solutions for complex problems
- Independent, adaptable, and able to thrive in a fast-paced environment
- Strong desire to understand the global wealth management business
- Effective written and verbal communication
- Strong work ethic, proactive and highly contributing teammate
- Strong analytical skills and ability to interpret data
- Prior internship experience in finance, technology, or consulting is a plus
- Experience programming in Python and/or project management is a plus
Our Values
- Act Like an Owner – Think and operate with intention, purpose and care. Own outcomes.
- Build Together – Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients – Exceed client expectations. Our clients’ success is our success.
- Drive Innovation – Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning – Engage our community to broaden our perspective. Bring a growth mindset.
Addepar is an equal opportunity employer. We welcome diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions and promote a welcoming environment where inclusion and belonging are shared responsibilities.
We provide reasonable accommodations in the job application or interview process if needed. Please contact us to request accommodation.
Our Hiring Context
This program is based in Edinburgh, UK and relocation assistance is not offered for this role.
Note
PHISHING SCAM WARNING: This publication does not include any legitimate external interview invitations outside of our standard process. If you have questions, contact TAinfo@addepar.com.
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AddeGrad Program (2026) - Client Solutions Analyst Edinburgh, UK employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land AddeGrad Program (2026) - Client Solutions Analyst Edinburgh, UK
✨Tip Number 1
Familiarise yourself with the Addepar platform and its functionalities. Understanding how it operates will not only help you during the interview but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Addepar, especially those in client-facing roles. They can provide valuable insights into the company culture and expectations, which can be beneficial for your application.
✨Tip Number 3
Brush up on your analytical skills and problem-solving techniques. Be prepared to discuss how you've tackled complex problems in the past, as this role requires a solution-oriented mindset.
✨Tip Number 4
Stay updated on trends in the finance and technology sectors. Being knowledgeable about current events and innovations can help you stand out as a candidate who is engaged and informed.
We think you need these skills to ace AddeGrad Program (2026) - Client Solutions Analyst Edinburgh, UK
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly read the job description for the Client Solutions Analyst position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experiences and skills that align with the role. Emphasise any previous internships or projects related to finance, technology, or consulting, and showcase your problem-solving abilities.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the role and the company. Mention specific aspects of the AddeGrad Program that excite you and how your background makes you a great fit for the Client Solutions Analyst position.
Highlight Soft Skills: In your application, don't forget to mention your interpersonal skills and ability to work in a team. The role requires collaboration across various teams, so showcasing your communication and teamwork abilities will be beneficial.
How to prepare for a job interview at Addepar
✨Understand the Addepar Platform
Before your interview, take some time to research the Addepar platform. Familiarise yourself with its features and functionalities, as well as how it serves clients in investment management. This knowledge will help you demonstrate your enthusiasm for the role and your ability to contribute effectively.
✨Showcase Your Problem-Solving Skills
As a Client Solutions Analyst, you'll need to tackle complex problems. Prepare examples from your past experiences where you've successfully identified issues and implemented solutions. Highlight your analytical skills and your approach to problem-solving during the interview.
✨Emphasise Collaboration
This role requires working closely with various teams. Be ready to discuss your experience in collaborative environments and how you've contributed to team success. Mention any specific projects where teamwork was essential, showcasing your interpersonal skills.
✨Express Your Passion for Client Success
The role is centred around ensuring client satisfaction. Share your understanding of what makes a great client experience and provide examples of how you've gone above and beyond to support clients in previous roles or internships. This will show your alignment with the company's values.
