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58 Addepar Client Services Associate Jobs Hiring Near You

Addepar

Client Support Analyst

Salt Lake City, UT · On-site

$59K - $74K/yr

The Role Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world's most sophisticated ...

Addepar

Client Support Analyst

Salt Lake City, UT · On-site

$59K - $74K/yr

The Role Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world's most sophisticated ...

Addepar

Client Success Manager

$69K - $107K/yr

... services, team, and technology, and helping them increase the value they get from Addepar. This ... You will be the client's internal advocate, helping ensure an excellent experience, and capturing ...

Addepar

Client Success Manager

$69K - $107K/yr

... services, team, and technology, and helping them increase the value they get from Addepar. This ... You will be the client's internal advocate, helping ensure an excellent experience, and capturing ...

Addepar

Strategic Events Program Manager

New York, NY · On-site

$94K - $148K/yr

You will own the end-to-end strategy, design and execution of Addepar's client-facing events: our ... Experience in B2B tech or financial services preferred; familiarity with wealth management, fintech ...

Addepar

Sr. Account Executive - Key Accounts

New York, NY · On-site

$128K - $150K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services ...

Addepar

Implementation Project Manager

Salt Lake City, UT · On-site

$11K - $14K/mo

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Lead project teams and run the project lifecycle (sales support/scoping, sales to services ...

Addepar

Partnerships Product Manager

$178K - $223K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Proactively scan the financial services, wealthtech, and fintech landscapes to identify emerging ...

Addepar

Sr. Account Executive - Key Accounts

$128K - $150K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... This role works in a cross-functional environment with Marketing, Pre-sales, Partnerships, Services ...

Addepar

Implementation Project Manager

New York, NY · On-site

$11K - $14K/mo

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Lead project teams and run the project lifecycle (sales support/scoping, sales to services ...

Addepar

Sr. Software Engineer - Data Platform

New York, NY · On-site

$158K - $197K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... You'll be hands-on building services, architecting systems, and working daily with a range of ...

Addepar

Field Engineer

New York, NY · On-site

$119K - $149K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Collaborate with Product, Engineering, and Services teams to identify opportunities for ...

Addepar

Sr. Account Executive - Enterprise

$149K - $223K/yr

... Client Success, Services, Partnerships, Marketing, and R&D to deliver a consistent, high-quality experience from initial engagement through long-term growth. Addepar takes a market-based approach to ...

Addepar

Account Executive - Core

$108K - $120K/yr

Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered ... Experience selling into the wealth management or financial services industry, with familiarity with ...

Addepar

Partnerships Product Manager

$178K - $223K/yr

Ensure Addepar maximises ownership of the client and data experience by ensuring third-party tools ... Proactively scan the financial services, wealthtech, and fintech landscapes to identify emerging ...

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Addepar Jobs Information

What is it like to work at Addepar?

Addepar is a technology company that prioritizes innovation and collaboration, fostering a culture of open communication and teamwork among its employees. The company's mission-driven approach is reflected in its work environment, where employees are encouraged to contribute to the development of cutting-edge financial technology solutions that empower wealth management professionals. Working at Addepar may appeal to candidates who are passionate about technology and finance, and who are looking for a dynamic and challenging work environment that offers opportunities for growth and professional development.

What makes Addepar an attractive place to work?

Addepar is a leading fintech company that provides a comprehensive wealth management platform, positioning itself at the forefront of the industry's digital transformation. The company's workplace is characterized by a culture of innovation, collaboration, and stability, with a focus on delivering cutting-edge solutions and fostering a supportive team environment. Joining Addepar offers opportunities for professionals to make a meaningful impact, drive growth, and develop their skills in a dynamic and rapidly evolving field.

What other companies are hiring for Client Services Associate jobs?

What are the most popular jobs at Addepar?

What are the most popular categories at Addepar?

Infographic showing various Client Services Associate job openings at Addepar in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 67% Physical, and 33% Remote job distribution.

Client Support Analyst

Addepar

Salt Lake City, UT • On-site

$59K - $74K/yr

Full-time

Posted 9 days ago

Job description

The Role

Client Services is responsible for managing client health for all new and existing Addepar clients. Support Analysts play a critical role in supporting some of the world's most sophisticated investors, helping them run their businesses through Addepar. They assist Addepar's diverse client base with day-to-day usage of the software and ensure that our clients get the most value out of each interaction.

Our ideal candidate is tenacious about tackling problems, can skillfully coordinate internal teams, 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 $59,000 - $74,000 (base salary) + 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.

Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment.

What You'll Do
  • Identify, respond to, and resolve issues and questions raised by Addepar's clients
  • Provide hands-on support to our clients to ensure their ongoing happiness
  • Work in complex data sets to identify and resolve data and calculation discrepancies
  • Evaluate the criticality of client issues and collaborate with various parts of the organization to resolve
  • Work closely and conduct root-cause analysis with Engineering and Data teams to resolve issues
  • Work effectively with Product and Account Manager teams to manage and maintain a high level of client satisfaction
  • Help clients use Addepar to the greatest extent through both functional and conceptual instruction
  • Prioritize and context-switch effectively to execute on simultaneous cases, seeing each through to the finish line
  • Become an expert on all things Addepar
Who You Are
  • Bachelor's Degree in Finance, Economics, Mathematics, or equivalent experience
  • Superior communication, organizational, and time-management skills
  • Proficiency in math
  • Passion for problem-solving and continuous learning
  • Passion for technology and finance
  • 1+ years of relevant experience in a client-facing role
  • [Plus] Previous experience in investment management

Apply