Client Support Analyst
Addepar(22 days ago)
About this role
Addepar is a global technology and data company serving investment professionals with a platform that aggregates portfolio, market, and client data. The Support Analyst role sits within Client Services and focuses on helping a diverse global client base successfully use Addepar’s software through regular client communication and coordination with internal teams. The position is based in Pune with a hybrid work model.
Required Skills
- Client Support
- Issue Resolution
- Data Analysis
- Root Cause Analysis
- Case Management
- Client Communication
- Zoom Meetings
- Email Support
- Inbound Calls
- SQL
+9 more
Qualifications
- Bachelor’s Degree in Finance
- Bachelor’s Degree in Economics
- Bachelor’s Degree in Mathematics
About Addepar
addepar.comAddepar is an investment portfolio management platform that aggregates complex, multi-custodial and alternative-asset data to give advisors, family offices, and institutions a consolidated view of holdings and performance. It provides normalization, analytics, customizable dashboards, and investor-ready reporting to simplify portfolio oversight and client communication. The platform also offers APIs and integrations, scenario modeling, and tools designed to improve data accuracy and decision-making at scale.
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