Data Client Support Analyst

Overview

Data Client Support Analyst role focused on supporting customers using Addepar portfolio data feeds and data product functionalities.

What you'll do

• Address client inquiries related to Addepar’s portfolio data feeds and data product functionalities under established SLAs.
• Manage requests from internal Data teams that require client outreach or action to resolve data verification issues.
• Investigate client-reported bugs and data processing issues and triage with Engineering & Product when needed.
• Coordinate with Account Managers, Solutions Architects, and GTM teams on data escalations to ensure positive client outcomes.
• Participate in multi-org projects to improve internal processes and support new product functionality or services.

What you'll need

• 2+ years of work experience in the financial investment/advisory industry.
• Solid understanding of capital markets, portfolio accounting, and customer relationship management.
• Outstanding communication and interpersonal skills.
• Excellent attention to detail.
• Self-motivation to take on responsibility and strong team-player mindset.
• Proactive and diligent documentation of team processes to optimize workflow efficiencies.
• Willingness to work flexible hours.

Details

• In-office requirement: 3 days per week in Pune.
• Visa sponsorship is not available.
• Legal work authorization required from first day of employment.