Client Support Analyst (slc)

Addepar Inc

Salt Lake City, UT, United States
Base: $59,000 - $74,000; bonus/equity: included; b...
On-site
Bachelor's degree in finance or economics
Proficiency in math and data sets
1+ years client-facing experience
Addepar Inc is seeking a Client Support Analyst for its Salt Lake City office, focusing on providing exceptional support to clients using their financial data platform. The ideal candidate should have a background in finance or a related field, strong problem-solving skills, and experience in client-facing roles

Job Summary

  • Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
  • Support Analysts play a critical role in supporting sophisticated investors by helping them run their businesses through Addepar.
  • The role requires working closely with Engineering and Data teams to perform root-cause analysis on data discrepancies.

Matching Summary

Match Score: 85

Addepar Inc is seeking a Client Support Analyst for its Salt Lake City office, focusing on providing exceptional support to clients using their financial data platform. The ideal candidate should have a background in finance or a related field, strong problem-solving skills, and experience in client-facing roles.

Salary

Base: $59,000 - $74,000; Bonus/Equity: Included; Benefits: Included

Skills & Requirements

Must-have

  • Bachelor's Degree in Finance or Economics
  • Proficiency in math and data sets
  • 1+ years client-facing experience

Nice-to-have

  • Passion for problem-solving and technology
  • Previous investment management experience
  • Ability to coordinate internal teams

Key Requirements

  • Bachelor's Degree in Finance, Economics, Mathematics, or equivalent
  • Must be legally authorized to work in the United States without visa sponsorship
  • Superior communication and time-management skills

Work Rights

Must be legally authorized to work in the US without current or future visa sponsorship

Tailored Resume

Cover Letter