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Addepar Logo Addepar · IT - Administration

Client Support Analyst

India, Pune · Job Posted December 05, 2025
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Job Description

Client Support Analyst role responsible for managing client health, supporting sophisticated investors, assisting with day-to-day software usage, and ensuring clients get maximum value. The role involves client communication via email, phone calls, and Zoom meetings, and requires working night shift hours (6:30 PM IST to 3:30 AM IST) to support US clients.

Job Responsibility

  • 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

Requirements

  • Minimum 3+ years of experience in a similar role
  • Previous experience in investment management or Wealth management or Portfolio management domain
  • 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
  • Minimum 2+ years of relevant experience in a client-facing role
  • Experience with SQL or Python will be an advantage

Nice to have

Experience with SQL or Python

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