Client Experience Manager
1 day ago
**Company Overview**
Addepar is a leading provider of investment management solutions, and we're committed to delivering exceptional client experiences. Our team is dedicated to providing innovative solutions that help our clients achieve their goals.
We're seeking highly motivated individuals to join our team as Client Support Specialists. This is an exciting opportunity to work with our clients, gain in-depth knowledge of the Addepar platform, and develop your skills in business analysis and problem-solving.
The ideal candidate will have a strong desire to provide exceptional client experiences, excellent communication and interpersonal skills, and a passion for problem-solving. You will be responsible for providing hands-on support to identify, respond to, and resolve issues and questions raised by Addepar's clients. In addition, you will collaborate with R&D teams to conduct root-cause analysis and work closely with cross-functional teams to ensure successful project delivery and client satisfaction.
The salary for this position is estimated to be around $70,000 - $90,000 per year, depending on experience and qualifications. As a member of our team, you will also have access to comprehensive benefits, including health insurance, retirement plans, and paid time off.
This 18-month program will provide exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform. You will begin your journey on the Client Support team where you'll gain product knowledge as you become an Addepar platform expert working to:
- Provide hands-on support to identify, respond to, and resolve issues and questions raised by Addepar's clients
- Work in complex data sets to identify and resolve data and calculation discrepancies
- Collaborate with R&D teams to conduct root-cause analysis; Product and Account Management to manage and maintain client satisfaction.
- Help clients use Addepar to the greatest extent through both functional and conceptual instruction
In future rotations, you'll shift your focus towards other roles within the Services organization to:
- Learn how to design solutions and execute project implementations
- Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
- Prioritize and context-switch effectively to support simultaneous projects
- Identify and drive opportunities to improve our current processes and standard methodologies as the Addepar platform continues to rapidly expand
- Connect with clients in a proactive, consultative, and professional manner
- Effectively communicate project health and status to internal and external senior leadership
To succeed in this role, you should have a Bachelor's degree in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2024 - Spring 2025. Strong organizational and interpersonal skills, a solution-oriented approach, and a passion for problem-solving are essential. Prior internship experience working in finance, technology, and/or consulting is a plus. Experience programming in Python language and/or experience with project management is also a plus.
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