Data Client Support Analyst

• Address client enquiries 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 problems
• Investigate client reported bugs and data processing exceptions, and triage with Engineering & Product when needed
• Partner with Account Managers, Solutions Architects, and other members from GTM to drive alignment on data related issues 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

• Bachelor's degree or previous relevant experience
• Previous work experience in the financial investment/advisory industry with strong 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, strong team-player mentality, and passion for delivering client-centric outcomes
• Proactive and diligent in documenting team processes and finding opportunities to optimise team workflow efficiencies
• Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications

Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications

• Reasonable accommodation for individuals with disabilities
• Commitment to equal opportunity and diversity
• Global flexible workforce model