Jobs
>
San Francisco

    Client Support Analyst - West Valley City, United States - Addepar

    Addepar
    Addepar West Valley City, United States

    2 weeks ago

    Default job background
    Description
    Who We Are

    Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 40 countries, Addepar's platform aggregates portfolio, market and client data for over $5 trillion in assets. Addepar's open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.

    *Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker-dealer and member FINRA / SIPC.

    The Role

    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.

    Addepar takes a market-based approach to pay. A successful candidate's starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.

    The current range for this role is $52,000 - $65,000 (base salary) + bonus + equity + benefits.

    Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
    What You'll Do
    • Identify, respond to, 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 data and calculation discrepancies
    • Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve
    • Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues
    • Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
    • Help clients use Addepar to the greatest extent through both functional and conceptual instruction
    • Prioritize 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
    • Superior communication, organizational, and time-management skills
    • Proficiency in math
    • 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
    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.

    To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.

    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
  • Pendulum™

    Netsuite Support Analyst

    2 weeks ago

    Pendulum™ San Francisco, United States

    **About Pendulum** · Pendulum is on a mission to help people improve physical and mental health by creating a new category of products that target the microbiome. We are researching, developing and commercializing a novel class of rationally-designed Live Synbiotics (probiotics + ...

  • UCSF Benioff Children's Hospital Oakland

    Decision Support Analyst

    2 weeks ago

    UCSF Benioff Children's Hospital Oakland Oakland, United States

    **Job Description/Summary**: · The Decision Support Analyst will be responsible for providing strategic reporting and information to key stakeholders and hospital leadership. The Decision Support Analyst will analyze operational volumes, expense & service utilization, profitabili ...

  • eXcell

    Education Support Analyst

    2 days ago

    eXcell San Francisco, United States

    At · eXcell, you're more than just a number. Our employee relationship managers support you throughout your engagement, providing career guidance and reemployment assistance. Join eXcell · Our client has a brand new opportunity for a qualified Education Support Analyst to join t ...

  • ClifyX

    Business Support Analyst

    3 weeks ago

    ClifyX San Francisco, United States

    Client Flex Business Support Analyst CA - San Francisco - · Business Support Analyst CA - San Francisco - for this role is $ $36.77, · Pay rate for this role is $ $36.77, · Job Description: · Act as the ongoing interface between the client and the system or application · Define ...

  • ClifyX

    Business Support Analyst

    2 weeks ago

    ClifyX San Francisco, United States

    Client Flex Business Support Analyst CA - San Francisco - · Business Support Analyst CA - San Francisco - for this role is $ $36.77, · Pay rate for this role is · $ $36.77 , · Job Description: · Act as the ongoing interface between the client and the system or application · D ...

  • Addepar

    Client Support Analyst

    2 weeks ago

    Addepar West Valley City, United States

    Who We Are · Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have trusted Addepar to empower smarter investment decisions and better advice over the ...

  • CoinList

    Customer Support Analyst

    4 weeks ago

    CoinList San Francisco, United States

    **Customer Support Analyst (Social Media) [Contract]** · at CoinList Remote CoinList, one of the fastest growing crypto financial platforms, is where the worlds best crypto projects build their communities and early adopters can invest in and trade top-tier digital assets. · Ou ...

  • OneTrust

    Senior Support Analyst

    1 week ago

    OneTrust San Francisco, United States

    The Challenge · OneTrust · is seeking a Senior Support Analyst to join our professional services team. The Senior Support Analyst will provide ongoing product support, troubleshooting, and · proposing · pragmatic solutions for · OneTrust · customers. This position requires a ...

  • OneTrust

    Senior Support Analyst

    2 weeks ago

    OneTrust San Francisco, United States

    Job Description · Job DescriptionStrength in Trust OneTrust is the trust intelligence cloud platform organizations use to transform trust from an abstract concept into a measurable competitive advantage. Organizations globally use OneTrust to enable the responsible use of data wh ...

  • SourcePro Search

    Desktop Support Analyst

    3 weeks ago

    SourcePro Search San Francisco, United States

    SourcePro Search has a fantastic opportunity for an experienced Desktop Support Analyst with our large law firm client. · This position is based in San Francisco and will require you to travel to Palo Alto once a week at a minimum and as needed. · The ideal candidate will be re ...

  • OneTrust

    Senior Support Analyst

    1 week ago

    OneTrust San Francisco, United States

    Job Description · Job Description · Strength in Trust · OneTrust is the trust intelligence cloud platform organizations use to transform trust from an abstract concept into a measurable competitive advantage. Organizations globally use OneTrust to enable the responsible use of ...

  • Insight Global

    Hekpdesk Support Analyst

    4 weeks ago

    Insight Global West Valley City, United States

    Insight Global is looking for a Helpdesk Support Analyst to work for a large financial client in Salt Lake City. This role supports the highest level executives troubleshoot different platforms when needed. Other responsibilities include: · * Address client requests and issues v ...

  • CAPTIVATEIQ INC

    Technical Support Analyst

    4 weeks ago

    CAPTIVATEIQ INC San Francisco, United States

    [Full Time] Technical Support Analyst - Remote at CaptivateIQ (United States) | BEAMSTART Jobs · Technical Support Analyst - Remote · CaptivateIQ United States · Date Posted · 31 Oct, 2022 · Work Location · San Francisco, United States · Salary Offered · Not Specified · Job Type ...

  • OneTrust

    Senior Support Analyst

    1 week ago

    OneTrust San Francisco, United States

    Job Description · Job DescriptionStrength in Trust OneTrust is the trust intelligence cloud platform organizations use to transform trust from an abstract concept into a measurable competitive advantage. Organizations globally use OneTrust to enable the responsible use of data wh ...

  • OneTrust

    Senior Support Analyst

    1 week ago

    OneTrust San Francisco, United States

    Job Description · Job Description · Strength in Trust · OneTrust is the trust intelligence cloud platform organizations use to transform trust from an abstract concept into a measurable competitive advantage. Organizations globally use OneTrust to enable the responsible use of ...

  • Coforge

    Desktop Support Analyst

    4 weeks ago

    Coforge West Valley City, United States

    Title: Desktop Support with Field Service experience · Location: West Valley City, UT · Onsite role · Job Description: - · Deskside associate Level 1.5 with experience in imaging, Laptops/Desktop trouble shooting, resolving printer issues, shipping and receiving equipment etc. · ...

  • Workday

    Technical Support Analyst

    5 days ago

    Workday West Valley City, United States

    Your work days are brighter here. · At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us ...

  • Pendulum Therapeutics

    NetSuite Support Analyst

    2 weeks ago

    Pendulum Therapeutics San Francisco, United States Full time

    About Pendulum · Pendulum is on a mission to help people improve physical and mental health by creating a new category of products that target the microbiome. We are researching, developing and commercializing a novel class of rationally-designed Live SynbioticsTM (probiotics + p ...

  • Blake Smith Staffing, LLC

    trading application support analyst

    2 weeks ago

    Blake Smith Staffing, LLC San Francisco, United States

    ROLE PROFILE - TRADING APPLICATION SUPPORT ANALYSTROLE : Trading Application Support AnalystDEPARTMENT : US OperationsDIVISION : TechnologyREPORTS TO : Trading Application Support Manager (BOS)REGION : San Francisco, CA OVERVIEW OF THE ROLE :The Trading Application Support team p ...

  • CoinList

    Customer Support Analyst, APAC

    2 weeks ago

    CoinList San Francisco, United States Contract

    At CoinList, our mission is to accelerate the advancement of blockchain technology by finding the best emerging blockchain projects and helping them succeed. We build the platform where the world's best crypto projects build their communities and early adopters can invest in and ...