Technical Support Analyst Job at Addepar
Who We Are
Addepar's purpose is to maximize the positive impact of the world's capital. More than 850 of the world's leading financial services firms trust Addepar to unlock the power and possibility of informed, data-driven investing and advice. These family offices, wealth managers, banks and institutions use Addepar's tech and data platform to deliver exceptional value to their clients in a modern, scalable and secure way.
Our clients use Addepar to manage and advise on more than $4 trillion in assets. Our board and investors are some of the best in the business: D1 Capital, WestCap, 8VC and Valor Equity Partners have led our last few rounds.
We're now expanding Addepar's business around the globe, with clients in more than 30 countries. We're constantly doubling down on tech- and data-fueled innovation, and our product and platform roadmap is more ambitious today than ever. We place our clients at the center of everything we do, and see a virtually unlimited set of opportunities to expand our client footprint and deepen the value we can unlock by building together.
Addepar is a Forbes Fintech 50 company and an honored member of the CB Insights Fintech 250. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, England, Edinburgh, Scotland and Pune, India.
- Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
The Role
Client Services is responsible for handling client health for all new and existing Addepar clients. A Technical Analyst plays a crucial role of helping the users of Addepar leverage the full scope of technical resources the platform offers. A technical analyst will assist with day-to-day usage, troubleshooting and consulting on API's and technical functionality within the application.
Our ideal candidate is tenacious about solving problems, has a solid understanding of API's and enjoys working directly with clients.
Addepar takes a market-based approach to pay. A successful candidate's starting pay will be
determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
The current range for this role is $66,000 - $125,000 + bonus + equity + benefits.
Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits.
What You'll Do
- Partner with Clients & Third-parties to utilize and troubleshoot the Addepar Public API
- Troubleshoot SSO/SAML configurations
- Use Python scripts to help automate solutions for users
- Identify, respond, and resolve issues and questions raised by Addepar's clients
- Work in sophisticated data sets to identify and resolve client issues
- Prioritize and context-switch effectively to complete simultaneous issues, seeing each through to the finish line
- Help identify, triage, and escalate problems that arise within Addepar's platform
- Act as primary contact for support with Product, Engineering and Client Advocacy teams to handle and maintain a high level of client satisfaction on technical issues
- Help clients use Addepar to the greatest extent possible through functional and conceptual instruction
- Be an authority on all things related to Addepar's technical functionality and capabilities
Who You Are
- Bachelor's Degree in Finance, Computer Science, Economics, Mathematics, or equivalent experience
- Proven experience with Python, SQL and relational databases
- Proven experience with API technologies
- Familiar with server monitoring softwares (SumoLogic, WaveFront, Periscope)
- Familiarity with software integrations
- Outstanding communication and organizational skills
- Proficiency in math
- Passion for problem-solving and continuous learning
- Passion for technology and finance
- 1+ years of relevant experience
- Familiarity with Wealth Advisor structures and all investment characteristics
Our Values
- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients' success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
To ensure the health and safety of all Addepeeps and our prospective candidates, we have instituted a virtual interview and onboarding experience.
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