Client Solutions Analyst
4 weeks ago
About the Role
We are seeking a highly skilled Client Solutions Analyst to join our Services Team. As a Client Solutions Analyst, you will be responsible for designing and implementing Addepar for new clients. You will work closely with cross-functional teams to ensure successful project delivery and client satisfaction.
Key Responsibilities
- Design and implement Addepar solutions for new clients
- Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
- Provide hands-on support to identify, respond to, and resolve issues and questions raised by Addepar's clients
- 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
Requirements
- 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
- Solution-oriented approach and a passion for problem-solving
- Proven ability to research, design, and implement solutions for complex problems
- Independent, adaptable, and can thrive in a fast-paced environment
- Strong desire to gain further understanding of the global wealth management business
- Effective communication and interpersonal skills (both written and verbal)
- Strong work ethic, proactive and a highly contributing teammate
- Strong analytical skills and ability to interpret
About Addepar
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. We are committed to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
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