What You’ll Do
Address client inquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs.
Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification issues.
Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed.
Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations and ensure positive outcomes for clients.
Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services.
Who You Are
3+ years of work experience in the financial investment/advisory industry with solid understanding of capital markets, portfolio accounting and customer relationship management.
Outstanding communication and interpersonal skills with excellent attention to detail.
Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes.
Proactive and diligent in documenting team processes and finding opportunities to team optimize workflow efficiencies
Willing to work flexible hours.
Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications is preferable.
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.
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 ta-operations@addepar.com.
