Client Support Analyst, Weekend Shift

About the role

Client Services team at Addepar supports sophisticated investors by ensuring they get maximum value from the platform. The Client Support Analyst handles email, phone and Zoom interactions, resolves data and calculation issues, and collaborates with Engineering and Product teams to maintain client satisfaction. Pune, India, on-site, weekend shift (Friday to Monday).

What you’ll do

• Identify, respond to, and resolve client issues via email, phone and Zoom
• Provide hands‑on support and instruction on Addepar functionality
• Analyze complex data sets to troubleshoot discrepancies
• Collaborate with Engineering, Data, Product and Account teams to resolve issues
• Prioritize and manage multiple cases to completion
• Develop expertise on all aspects of the Addepar platform

What you’ll bring

• 1+ years client-facing experience
• Experience in investment, wealth or portfolio management preferred
• Bachelor's Degree in Finance, Economics, Mathematics or equivalent
• Strong communication and organizational skills
• Proficiency in math and problem solving
• Passion for technology and finance
• Experience with SQL or Python is a plus