Client Solutions Analyst Jobs

Addepar

Location:
United States, Salt Lake City

Category:
IT - Software Development

Contract Type:
Employment contract

Salary:

68000.00 USD / Year

Save Job

Apply Position

Job Description:

AddeGrad Program (2026) - Client Solutions Analyst. An 18-month step program providing exposure to key functions of the Client Services team and in-depth knowledge of the Addepar platform. The role involves designing and implementing Addepar for new clients, ensuring client success through analytical and consulting skills, and working with cross-functional teams.

Job Responsibility:

Design and implement Addepar for new clients
Identify how Addepar can unlock significant value for clients’ businesses
Advise clients on how to model and examine their financial instruments and assets
Lead the design and oversight for new clients onboarding to the Addepar platform
Ensure solutions are compatible with other products and services within the Addepar ecosystem
Provide hands-on support to identify, respond to, and resolve issues and questions raised by clients
Work in complex data sets to identify and resolve data and calculation discrepancies
Collaborate with R&D, Product, and Account Management teams
Help clients use Addepar through functional and conceptual instruction
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 current processes and standard methodologies
Connect with clients in a proactive, consultative, and professional manner
Effectively communicate project health and status to internal and external senior leadership

Requirements:

BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2025 - Spring 2026
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

Nice to have:

Minors in Computer Science, Data Science, or related fields
Prior internship experience working in finance, technology, and/or consulting
Experience programming in Python language
Experience with project management

What we offer:

Bonus
Equity
In-depth onboarding and enablement program
Strong corporate culture
Cool swag

Additional Information:

Job Posted:
December 05, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Client Solutions Analyst