Addepar - Data Client Support Analyst

Pune, India$21k - $21k2w ago

In Office Mid APAC Fintech Data Analyst Reporting SQL Salesforce Outreach

Requirements

• 3+ years of work experience in the financial investment/advisory industry with solid 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 to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes. • Proactive and diligent in documenting team processes and finding opportunities to team optimize workflow efficiencies • Willing to work flexible hours. • Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications is preferable. • Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Act Like an Owner - • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Build Together - • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Champion Our Clients - • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Drive Innovation - • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. • Embrace Learning -

Responsibilities

• Address client inquiries 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 issues. • Investigate client reported bugs and data processing issues, and triage with Engineering & Product when needed. • Partner with Account Managers, Solutions Architects, and other members of GTM to drive alignment on data related escalations 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.