Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients by resolving issues and enhancing their experience with Addepar's software.
- Company: Join Addepar, a global leader in data and AI for investment professionals.
- Benefits: Competitive salary, inclusive culture, and opportunities for professional growth.
- Why this job: Make a real impact by helping sophisticated investors succeed with cutting-edge technology.
- Qualifications: Degree in Finance or related field, strong communication skills, and a passion for problem-solving.
- Other info: Dynamic work environment with a commitment to diversity and inclusion.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets.
Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world’s most sophisticated investors, helping them run their businesses through Addepar. They assist Addepar’s diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction. Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, and enjoys working directly with clients. Applicants must have, and maintain, the right to work in the United Kingdom from the first day of employment. Please note that visa sponsorship is not available for this role.
What You’ll Do
- Identify, respond, 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 client issues
- Evaluate the criticality of a given issue; isolate and escalate problems within Addepar
- Work closely and conduct root‑cause analysis with Engineering and Data teams to resolve issues
- Work effectively with Product and Account Manager teams to handle and maintain a high level of client satisfaction
- Help clients leverage Addepar to the greatest extent possible through both functional and conceptual instruction
- Prioritise and context‑switch effectively to execute on simultaneous cases, seeing each through to the finish line
- Become an expert on all things Addepar
Who You Are
- Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
- Outstanding communication, organisational, and time‑management skills
- Proficiency in maths
- Passion for problem‑solving and continuous learning
- Passion for technology and finance
- 1+ years of relevant experience in a client‑facing role
- [Plus] Previous experience in investment management
- [Plus] Fluent in Spanish
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.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.
Client Support Analyst employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support Analyst
✨Tip Number 1
Get to know Addepar inside out! Familiarise yourself with their platform and services. This way, when you get the chance to chat with them, you can show off your knowledge and passion for what they do.
✨Tip Number 2
Network like a pro! Connect with current or former employees on LinkedIn. Ask them about their experiences and any tips they might have for landing a role at Addepar. Personal connections can make a huge difference!
✨Tip Number 3
Prepare for the interview by practising common client support scenarios. Think about how you'd handle tricky client questions or issues. Being ready to demonstrate your problem-solving skills will impress the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining the Addepar team. Good luck!
We think you need these skills to ace Client Support Analyst
Some tips for your application 🫡
Show Your Passion for Problem-Solving: When writing your application, make sure to highlight your love for tackling challenges. We want to see how you approach problems and what makes you tick in a client-facing role.
Tailor Your Experience: Don’t just list your previous jobs; connect the dots! Show us how your past experiences relate to the Client Support Analyst role. We’re looking for that spark that shows you understand our clients' needs.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and fluff. Let your skills and experiences shine through without unnecessary distractions.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss any important updates from our team!
How to prepare for a job interview at Addepar
✨Know Your Stuff
Before the interview, make sure you understand Addepar's platform and how it empowers investment professionals. Familiarise yourself with their services and the types of clients they support. This will help you demonstrate your genuine interest and knowledge during the conversation.
✨Showcase Your Problem-Solving Skills
As a Client Support Analyst, you'll need to tackle complex issues. Prepare examples from your past experiences where you've successfully resolved client problems or improved processes. Highlight your analytical skills and how you can apply them to help Addepar's clients.
✨Communicate Clearly
Outstanding communication is key in this role. Practice articulating your thoughts clearly and concisely. During the interview, focus on listening actively and responding thoughtfully to questions, showcasing your ability to engage with clients effectively.
✨Embrace the Values
Addepar values ownership, collaboration, and client success. Be ready to discuss how your personal values align with theirs. Share examples of how you've acted like an owner in previous roles, worked collaboratively, and exceeded client expectations.