Client Operations Analyst

3 days ago

Apply Now

Receive Emails with Similar Jobs

Addepar

WebsiteLinkedInAll Job Openings

Addepar is a leading provider of technology for the wealth management industry.

501 - 1000

💰 $130M Corporate Round on 2021-11

Description

•Ensure timely and accurate delivery of external questionnaires & requests for information from our prospects, clients & partners •Train AI tooling with standard responses and optimise Addepar's Assurance Library content in Whistic. •Track & synthesise prospect and client insights to deliver data-driven recommendations to Addepar Leadership. •Balance competing cross-functional priorities and working styles to drive an excellent client Assurance experience. •Build content & processes to continually improve Addepar's Assurance offering to prospects, clients & partners.

Requirements

•1+ years of applicable experience •Excellent interpersonal, written, and oral communication skills •Excellent listening skills and the ability to ask probing questions, understand concerns, and navigate objections •Strong work ethic and self-starter, able to effectively prioritise and adapt within a fast-paced business environment •Strong partnership skills •Genuine passion for supporting team members and clients