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Job details

Data Client Support Analyst

Addepar is a global data and technology company focused on providing investment professionals with precise guidance to better serve their clients. They are seeking a Data Client Support Analyst to join their team, who will work closely with clients and internal teams to resolve data-related issues and improve client experience.

Skills

  • Strong understanding of capital markets, portfolio accounting, and CRM
  • Excellent communication and interpersonal skills
  • Familiarity with MS Suite, Salesforce, Atlassian, SQL, Databricks, Bloomberg or similar financial software
  • Attention to detail and self-motivation
  • Ability to work flexible hours

Responsibilities

  • Address client inquiries related to portfolio data feeds and product functionalities within SLAs
  • Manage requests from internal data teams requiring client engagement to resolve data verification issues
  • Investigate and triage client-reported bugs and data processing problems with Engineering and Product teams
  • Collaborate with Account Managers and Solutions Architects to manage data escalations and ensure positive client outcomes
  • Participate in cross-organizational projects to improve processes and support new product functionality

Education

  • Relevant education or equivalent experience in financial investment or advisory fields

Benefits

  • Competitive base salary plus bonus, equity and benefits
  • Flexible work environment supporting hybrid/remote options
  • Opportunities for professional growth and community learning
  • Inclusive and welcoming workplace committed to diversity and accommodation
To read the complete job description, please click on the ‘Apply’ button
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CEO of Addepar
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Eric Poirier
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Average salary estimate

$96500 / YEARLY (est.)
min
max
$86000K
$107000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

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Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

93 jobs
MATCH
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BADGES
Badge ChangemakerBadge Flexible CultureBadge Future MakerBadge Work&Life Balance
CULTURE VALUES
Customer-Centric
Collaboration over Competition
Growth & Learning
Take Risks
BENEFITS & PERKS
Medical Insurance
Dental Insurance
Vision Insurance
Flex-Friendly
Equity
Learning & Development
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
SALARY RANGE
$86,000/yr - $107,000/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
June 27, 2025

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