Data Client Support Lead - Edinburgh, United Kingdom - Addepar

Addepar

Verified Company

Edinburgh, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Who We Are
Addepar's purpose is to maximize the positive impact of the world's capital.

More than 700 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 purpose-built SaaS platform and associated Marketplace 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, and we've been adding more than $15 billion per week for many consecutive quarters, making us one of the fastest growing companies in fintech.

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 and Edinburgh, Scotland.

Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‐dealer and member FINRA / SIPC.

What You'll Do:

Serve as a "player/mentor" who will contribute to and supervise a successful team of Data Client Support Analysts.
Oversee and manage client inquiries related to portfolio and aggregator data feeds, and to data management workflows and functionality in Addepar.
Triage and coordinate requests from internal teams for client outreach and action on data verification issues.
Develop and maintain effective process controls and accurate metrics that track and ensure case response times and resolution SLAs are consistently met.
Collaborate with Account Managers, Solutions Architects, and Product and Engineering teams to drive alignment and deliver positive client experiences.
Lead all aspects of the onboarding, mentorship, and career development of individuals on the team through timely and constructive performance feedback, and by providing learning and growth opportunities.

Who You Are:

5+ years of experience in the financial services or technology industry in client support management or operations functions.
Outstanding communication and interpersonal skills for engaging with clients, data providers, as well as internal partners.
Forwardlooking and pragmatic on finding effective and efficient solutions to complex requests or issues raised by clients.
Consistently demonstrates empathy for others, and has an excellent track record of selfmotivation to take on responsibility and leading by example.
Experienced with managing teams, crossfunctional projects and/or learning and development initiatives.

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.