Client Solutions Analyst
1 week ago
We are seeking a highly skilled Client Solutions Analyst to join our Services Team at Addepar. As a Client Solutions Analyst, you will be responsible for designing and implementing Addepar for new clients, identifying opportunities to unlock significant value for clients' businesses, and providing exceptional client support.
Key Responsibilities- Design and implement Addepar solutions for new clients, ensuring seamless onboarding and optimal platform utilization.
- Collaborate with cross-functional teams to deliver successful project implementations and ensure client satisfaction.
- Develop and maintain in-depth knowledge of the Addepar platform, identifying areas for improvement and driving innovation.
- Provide expert-level support to clients, addressing complex data and calculation discrepancies, and ensuring timely resolution of issues.
- Work closely with R&D teams to conduct root-cause analysis, and with Product and Account Management to manage and maintain client satisfaction.
- BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems, or a related field, with graduation dates between Fall 2024 - Spring 2025.
- Exceptional organizational and interpersonal skills, with a proven ability to research, design, and implement solutions for complex problems.
- Strong analytical skills, with the ability to interpret complex data and drive informed decision-making.
- Effective communication and interpersonal skills, with the ability to collaborate with cross-functional teams and provide exceptional client support.
- Prior internship experience working in finance, technology, and/or consulting is a plus.
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With a strong corporate culture and a commitment to innovation, Addepar is the ideal place for talented individuals to grow and develop their careers.
What We Offer- A competitive salary and benefits package, with opportunities for professional growth and development.
- A dynamic and collaborative work environment, with a focus on innovation and excellence.
- The opportunity to work with a talented team of professionals, driving meaningful impact in the financial services industry.
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