Job Overview
Location
Pune, India
Job Type
Full-time
Category
Software Engineering
Date Posted
June 3, 2026
Full Job Description
đź“‹ Description
- • Identify, respond to, and resolve client issues and questions related to Addepar’s data and AI platform for investment professionals.
- • Provide hands-on client support via email, inbound phone calls, and scheduled Zoom meetings to ensure client satisfaction and successful platform usage.
- • Work with complex financial data sets to detect and correct data discrepancies and calculation errors.
- • Evaluate the criticality of client-reported issues and coordinate cross-functionally with Engineering, Data, Product, and Account Management teams to resolve them.
- • Conduct root-cause analysis with technical teams to address systemic issues and improve platform reliability.
- • Educate clients on the functional and conceptual use of Addepar’s platform to maximize their adoption and value realization.
- • Prioritize and manage multiple client cases simultaneously, ensuring each issue is tracked to full resolution.
- • Become a subject matter expert on Addepar’s platform, features, data models, and client workflows.
- • Maintain high levels of client satisfaction by acting as the primary point of contact for day-to-day operational support.
- • Collaborate with Product and Account Manager teams to relay client feedback and contribute to product improvement initiatives.
- • Adapt to a non-standard work schedule of 6:30 PM to 3:30 AM IST on US business days to align with client time zones.
🎯 Requirements
- • 2+ years of experience in a similar client support or client services role
- • Previous experience in investment management, wealth management, or portfolio management domain
- • Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
- • 1+ years of relevant experience in a client-facing role
- • Proficiency in math and strong analytical skills
- • Superior communication, organizational, and time-management skills
🏖️ Benefits
- • Opportunity to support some of the world’s most sophisticated investors using a global financial data platform
- • Collaborative environment aligned with Addepar’s values of ownership, client championing, and innovation
- • Exposure to cutting-edge AI-powered financial technology and complex investment data systems
- • Work within a globally distributed team with offices in New York, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo
- • Commitment to equal opportunity and inclusive workplace culture
- • Formal interview process and no requirement to purchase equipment or supplies as part of onboarding
Skills & Technologies
About Addepar Inc.
Addepar provides cloud-based portfolio data aggregation, analytics and reporting technology for wealth managers, family offices, private banks and large financial institutions. The platform ingests holdings from custodians, market data feeds and alternative asset administrators, normalizes the information, and delivers real-time performance, risk and exposure insights through dashboards and customizable reports. Addepar supports complex multi-asset, multi-currency portfolios and offers APIs for integration with downstream systems, enabling advisors to deliver transparent, data-driven advice to high-net-worth clients.
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