2 дня назад
Client Support Analyst (Fintech)
59 000 - 74 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Support Analyst (Fintech): Supporting investment professionals by resolving client issues, analyzing complex financial data, and helping users maximize Addepar’s investment platform with an accent on client communication, data accuracy, and cross-functional coordination. Focus on conducting root-cause analysis, resolving calculation discrepancies, and managing multiple client cases through completion.
Location: Salt Lake City, UT. Applicants must be legally authorized to work in the United States without requiring current or future visa sponsorship and must be authorized to begin work in the U.S. on the first day.
Salary: $59,000–$74,000 base salary per year, plus bonus, equity, and benefits.
Company
is a global data and AI platform that helps investment professionals turn complex financial information into actionable intelligence.
What you will do
- Identify, respond to, and resolve client questions and software issues.
- Provide hands-on support and functional and conceptual instruction to help clients use effectively.
- Analyze complex data sets to identify and resolve data and calculation discrepancies.
- Assess issue criticality and coordinate resolutions with Engineering, Data, Product, and Account Manager teams.
- Conduct root-cause analysis and maintain high client satisfaction across simultaneous cases.
- Develop deep expertise in the platform and client workflows.
Requirements
- Bachelor’s degree in Finance, Economics, Mathematics, or equivalent experience.
- At least 1 year of relevant experience in a client-facing role.
- Strong communication, organizational, and time-management skills.
- Proficiency in mathematics and strong problem-solving ability.
- Passion for technology, finance, and continuous learning.
- U.S. work authorization without current or future visa sponsorship is required.
Nice to have
- Previous experience in investment management.
Culture & Benefits
- Bonus, equity, and benefits are provided in addition to base salary.
- Values include ownership, collaboration, client advocacy, innovation, and continuous learning.
- promotes an inclusive environment and provides reasonable accommodations for applicants and employees with disabilities.
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