Jobs
>
Salt Lake City

    Client Support Analyst - Salt Lake City, United States - Addepar

    Addepar
    Addepar Salt Lake City, United States

    3 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 + 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
  • Zions Bancorporation

    Transmission Support Analyst

    1 week ago

    Zions Bancorporation Salt Lake City, United States

    Transmission Support Analyst (Mainframe) · Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and ...

  • Insight Global

    Hekpdesk Support Analyst

    4 weeks ago

    Insight Global Salt Lake City, United States

    Job Description · 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 re ...

  • National Archives and Records Administration

    administrative support analyst

    2 weeks ago

    National Archives and Records Administration Salt Lake City, United States

    Summary · This position is part of the National Archives and Records Administration. This position provides administrative and analytical services that cover and support a broad range of activities and initiatives throughout the organization. · For possible duty locations, refe ...

  • Carta

    Channel Support Analyst

    14 hours ago

    Carta Salt Lake City, United States Full time

    The Company You'll Join · Carta is a platform that helps people manage equity, build businesses, and invest in the companies of tomorrow. Our mission is to unlock the power of equity ownership for more people in more places. · Carta is trusted by more than 40,000 companies and o ...

  • Wiley Edge

    Production Support Analyst/SRE

    2 weeks ago

    Wiley Edge Salt Lake City, United States

    Locations: United States - we are looking for candidates who are flexible to working onsite in multiple locations across the United States. · Salary: $48,000 - $63,000 USD · Want to start your career as a DevOps Engineer or Production Support Analyst? · Paid graduate training, ...

  • Wiley Edge

    Production Support Analyst/SRE USA

    2 weeks ago

    Wiley Edge Salt Lake City, United States

    Locations: United States - we are looking for candidates who are flexible to working onsite in multiple locations across the United States. · Salary: $48,000 - $63,000 USD · Want to start your career as a DevOps Engineer or Production Support Analyst? · Paid graduate training, ...

  • The Cigna Group

    Client Account Support Senior Analyst

    6 days ago

    The Cigna Group Salt Lake City, United States

    Client Account Support Senior Analyst · Please note: This hybrid role will require the incumbent candidate to come into the local Cigna office 3 days per week. · The Sales Client Account Support Senior Analyst role provides professional input to Client Services assignments and ...

  • Genuine Parts Company

    Corporate Accounts Pricing Support Analyst

    2 weeks ago

    Genuine Parts Company Salt Lake City, United States

    SUMMARY: · Under limited supervision, the analyst is responsible for advanced pricing research and analysis and provides pricing recommendations to maximize revenue and profit for Motion's products and services. Manages and updates pricing databases to track current and historica ...

  • Insight Global

    Helpdesk Support Analyst/ Switchboard Operator

    3 days ago

    Insight Global Salt Lake City, United States

    Job Description · Insight Global is looking to hire a Helpdesk Support Analyst to work for a large financial client in Salt Lake City. This role is the first point of contact for existing and potential clients, and you will be fielding incoming calls. You can expect to take aroun ...

  • Genuine Parts Company

    Corporate Accounts Pricing Support Analyst

    1 week ago

    Genuine Parts Company Salt Lake City, United States Full time

    SUMMARY: · Under limited supervision, the analyst is responsible for advanced pricing research and analysis and provides pricing recommendations to maximize revenue and profit for Motion's products and services. Manages and updates pricing databases to track current and historic ...

  • NovaWorks

    Data Analyst for Production Data Analysis

    3 weeks ago

    NovaWorks North Lake, United States

    About SULO Deutschland GmbH: · Our company group supports customers worldwide, both municipalities and private companies, in their goals for recycling valuable materials. The subsidiary with headquarters in Herford is responsible for business in Germany and Eastern Europe: The pr ...

  • Zions Bancorporation

    Transmission Support Analyst

    1 week ago

    Zions Bancorporation Midvale, United States

    Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues the Support Analyst, Transmission ...

  • Zions Bank

    Transmission Support Analyst

    1 week ago

    Zions Bank Midvale, United States

    Transmission Support Analyst (Mainframe) · Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and ...

  • Zions Bancorporation

    Transmission Support Analyst

    1 week ago

    Zions Bancorporation Midvale, United States

    Zions Bancorporation's Enterprise Technology and Operations (ETO) team is transforming what it means to work for a financial institution. With a commitment to technology and innovation, we have been providing our community, clients and colleagues the best experience possible for ...

  • Oracle

    Cloud Support Analyst

    1 week ago

    Oracle Lehi, United States Regular Employee

    We are looking to recruit a senior and experienced engineer for Oracle Cloud Infrastructure Observability and Management support team. The engineer's main responsibility would be to trouble shoot OCI O&M product problems and will be expected to work in partnership with customers, ...

  • SNI Companies

    Desktop Support Analyst

    1 week ago

    SNI Companies Lehi, United States Freelance

    SNI has teamed with a valued client on a search for a Desktop Support professional. The Desktop Support professional will work with the IT infrastructure team to solve tickets for PC workstations, switches, printers and copiers. The Desktop Support professional will have to prior ...

  • SilverLinx

    Contract and Change Order Manager

    3 days ago

    SilverLinx Bountiful, United States

    "At your workplace, you have the power to shape how mobility will feel tomorrow on rails, roads, and in the air. Whether you are a number cruncher, organizational talent, or analyst, with your talent and passion, you will play a part in shaping innovative mobility and logistics s ...

  • University of California, Davis

    Project Policy Analyst 1

    2 weeks ago

    University of California, Davis Davis, United States

    Project Coordinator (Project Policy Analyst I) works within the California Early Psychosis Training and Technical Assistance Center. The Project Policy Analyst I plays a pivotal role in ensuring the successful implementation and progress of our grantee Technical Assistance (TTA) ...

  • Northrop Grumman

    Sr. Principal Supplier EVMS Analyst

    5 hours ago

    Northrop Grumman Roy, United States Full time

    Requisition ID: R · Category: Business Management · Location: Roy, Utah, United States of America · Clearance Type: Secret · Telecommute: No- Teleworking not available for this position · Shift: 1st Shift (United States of America) · Travel Required: Yes, 50% of the Time · Reloc ...

  • Golden Touch ABA

    Board Certified Behavior Analyst

    2 weeks ago

    Golden Touch ABA Salt Lake City, United States

    Job Description · Job DescriptionDescription:Golden Touch ABA is seeking a highly motivated and experienced Board Certified Behavior Analyst to join our team. The ideal candidate will have a passion for working with individuals with behavioral challenges and will be responsible f ...