Client Solutions Analyst
CurrentAddepar is a global tech and data company that helps investment professionals provide better guidance for their clients.Client Support:Providing hands-on support to resolve client issues and questions.Working with complex data sets to fix discrepancies.Collaborating with R&D for root-cause analysis and with Product and Account Management to ensure client satisfaction.Instructing clients on effectively using Addepar.Enterprise Solutions Consultant:Onboarding new clients and managing project implementations.Collaborating with cross-functional teams for successful project delivery.Leading multiple projects simultaneously.Identifying and driving process improvements.Proactively consulting with clients and communicating project status to senior leadership.