Job details

AddeGrad Program (2025) - Client Solutions Analyst

Addepar is a global technology and data company looking for a Client Solutions Analyst to join their Services Team as part of the AddeGrad Program. This role will involve meaningful projects related to client solutions and onboarding with a focus on professional growth.

Skills

Analytical skills
Consulting skills
Problem-solving
Communication skills

Responsibilities

Designing and implementing Addepar for new clients
Providing hands-on support to clients
Collaborating with R&D teams for root-cause analysis
Ensuring solutions are compatible with Addepar ecosystem

Education

BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or related fields
Graduation dates between Fall 2024 - Spring 2025

Benefits

Competitive salary
Bonus and equity opportunities
In-depth onboarding and enablement program

To read the complete job description, please click on the ‘Apply’ button

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Eric Poirier

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By Addepar

Addepar is a wealth management platform headquartered in Mountain View, California. We specialize in offering services for registered investment advisors, specializing in data aggregation, analytics, and portfolio reporting.

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