Client Support Analyst at Addepar

Addepar · Pune, Maharashtra, India

📋 Job Details at a Glance 📍 Location Pune, Maharashtra, India 🏢 Company Addepar 👥 Experience 1-3 years 🎓 Qualification Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or an equivalent technical or quantitative track 📅 Eligible Batch 2021, 2022, 2023, 2024, 2025 📄 Job Type Full Time 💰 Salary ₹6.0 – ₹10.5 LPA 🏢 Industry BFSI 🛠 Key Skills Problem Solving Communication Skills Basic Computer Knowledge SQL Python Client Support Analyst at Addepar — Full Details & How to Apply Addepar is seeking a Client Support Analyst in Pune, Maharashtra, India , where you can leverage your analytical skills in the BFSI sector. This role offers a competitive salary and a chance to work directly with corporate clients. The role of a Client Support Analyst is increasingly vital in the BFSI sector as technology integration reshapes how financial data is managed. With the rapid evolution of financial technology, professionals in this position will play a crucial role in helping clients navigate complex data, ensuring they can make informed decisions. Addepar , founded in 2013 , has grown to over 500 employees and specializes in financial technology solutions that streamline investment management. This growth reflects the company's commitment to innovation and client satisfaction, making it an ideal workplace for aspiring analysts. We encourage 2021, 2022, 2023, 2024, 2025 graduates with a Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or an equivalent technical or quantitative track to apply. Candidates should have 1-3 years experience and can expect a salary ranging from ₹6.0 – ₹10.5 LPA . In this role, you will gain hands-on experience with essential skills such as Problem Solving , Communication Skills , Basic Computer Knowledge , SQL , and Python . This unique exposure not only enhances your technical capabilities but also opens doors to advanced roles like Financial Analyst or Product Specialist within 2-3 years . 📊 Role Difficulty: Medium | Competition Level: Medium | Fresher Friendly: Yes NexisGrow.com features this opportunity as part of its curated non-tech job listings. All details are sourced from the official job posting. Apply online before the opportunity closes. Job Role & Responsibilities The Client Support Analyst at Addepar plays a crucial role in enhancing client satisfaction by resolving inquiries and improving operational efficiency through data analysis and automation. Analyze and resolve client accounting inquiries using SQL to ensure data accuracy and integrity. Utilize Python to automate repetitive tasks, significantly improving efficiency in client support operations. Collaborate with the product development team to communicate client feedback and enhance platform features based on user needs. Monitor client satisfaction metrics to identify areas for improvement and implement effective solutions. Document client interactions and resolutions to build a comprehensive knowledge base for future reference. Prepare detailed reports on client issues and resolutions to share with management for strategic planning. Provide technical support to clients via Zoom and email, ensuring timely and effective communication. In this role, you will take ownership of client interactions, directly impacting their experience and contributing to the overall success of Addepar . Required Skills & Technical Competencies The ideal candidate for the Client Support Analyst position will possess a blend of technical and interpersonal skills essential for effective client engagement. Technical Skills Problem Solving — intermediate — critical for troubleshooting client issues and finding effective solutions using data analysis. Communication Skills — intermediate — essential for managing client relationships and conveying technical information clearly during support interactions. SQL — intermediate — used daily for querying databases to resolve client inquiries and analyze data trends effectively. Python — intermediate — applied in automating tasks and enhancing data analysis processes to improve operational efficiency. Basic Computer Knowledge — entry — necessary for navigating various software tools and platforms used in client support. Soft Skills & Professional Competencies Adaptability — essential for adjusting to client needs and evolving support requirements. Attention to Detail — crucial for ensuring data accuracy and integrity in client interactions. Time Management — important for prioritizing tasks and meeting client deadlines effectively. Empathy — vital for understanding client concerns and providing tailored solutions. Good to Have (Bonus Skills) Experience with data visualization tools like Tableau , enhancing reporting capabilities in this role. Familiarity with financial concepts, improving understanding of client needs and inquiries. Knowledge of customer relationship management (CRM) software, streamlining client interactions. When showcasing these skills in your resume or interview, emphasize specific examples of how you have applied them in real-world scenarios. Eligibility Criteria This role is designed for recent graduates with a strong analytical foundation and a desire to excel in client support within the BFSI sector. A Bachelor's degree in Finance , Economics , Mathematics , or Computer Science is required. Eligible batches include 2021 , 2022 , 2023 , 2024 , and 2025 . At least 1 year of experience in a client-facing role is preferred, but freshers with relevant internships may also be considered. A minimum academic performance of 60% is preferred to demonstrate a solid understanding of the required subjects. Internship experience in financial technology or client support will be an advantage in the selection process. Documentation & Portfolio Requirements Submit your resume in PDF format, including your academic qualifications, relevant experience, and any projects that showcase your skills in client support. Pro Tip: Highlight specific instances where you utilized SQL or Python to solve client issues in your application to stand out. Salary for Client Support Analyst at Addepar 💰 Compensation ₹6.0 – ₹10.5 LPA The advertised compensation for the Client Support Analyst role at Addepar is ₹6.0 – ₹10.5 LPA . The exact in-hand figure and any additional components are confirmed by the company during the offer or HR discussion stage. Selection Process at Addepar The selection process for the Client Support Analyst role is designed to identify candidates who possess the necessary technical and interpersonal skills to excel in a client-facing environment. 1 Online Aptitude Test — 60 minutes, testing analytical and problem-solving skills. 2 Technical Interview — focuses on SQL, Python, and data analysis concepts. 3 Behavioral Interview — assesses communication skills and cultural fit through scenario-based questions. 4 HR Interview — discusses salary expectations and company culture, followed by an offer timeline of 1 week . Topic-wise Preparation Guide Round 1: Online Aptitude Test Logical Reasoning — essential for problem-solving in client inquiries — Khan Academy Quantitative Aptitude — relevant for analyzing financial data — Khan Academy Data Interpretation — crucial for understanding client reports — Khan Academy Basic Computer Knowledge — familiarity with software tools used in the role — W3Schools Round 2: Technical Interview SQL Queries — focus on SELECT statements and JOIN operations — W3Schools Python Basics — understanding data types and control structures — Codecademy Data Analysis Techniques — familiarity with data cleaning and manipulation — freeCodeCamp Financial Concepts — basic understanding of investment management — Coursera Client Support Scenarios — practical applications of technical skills — GeeksForGeeks Round 3: Behavioral Interview STAR Method for Behavioral Questions — prepare examples of past experiences — MindTools Conflict Resolution — scenarios on handling difficult client interactions — MindTools Technical Deep-Dive on SQL and Python — be ready to solve real-world problems — HackerRank Timeline & Expectations The entire selection process from application to offer typically spans 2-3 weeks , allowing candidates to prepare adequately for each stage. Focus on showcasing both your technical skills and your ability to communicate effectively with clients throughout the interview process. Expected Interview Questions for Client Support Analyst at Addepar These questions are based on the role's actual tech stack and client interaction scenarios. Technical Questions How do you write a SQL query to find duplicate records? Explain the difference between INNER JOIN and LEFT JOIN in SQL. What are the key libraries in Python for data analysis? How would you automate a repetitive task using Python? Describe a time you used SQL to solve a problem. What steps would you take to troubleshoot a client issue? Behavioral Questions Describe a situation where you had to resolve a conflict with a client. How do you prioritize tasks when managing multiple client inquiries? Give an example of a time you worked in a team to achieve a goal. How do you handle feedback from clients? Role-Specific Questions What do you understand about the role of a Client Support Analyst? How would you approach a situation where a client is unhappy with the service? What metrics would you use to measure client satisfaction? Structure your answers using the STAR method to clearly articulate your experiences and problem-solving abilities. Resume Tailoring & ATS Keywords for Client Support Analyst Optimizing your resume for ATS is crucial for standing out in the application process for this role. ATS Keywords to Include Client Support Analyst SQL Python Problem Solving Communication Skills Data Analysis Financial Technology Client Relations Technical Support BFSI Analytical Skills Documentation Resume Tips for This Role Highlight your technical skills, especially SQL and Python, as they are crucial for this role. Emphasize any internships or projects related to client support or financial technology. Include specific examples of problem-solving experiences relevant to client interactions. Optimize your resume for ATS by using keywords from the job description. Avoid including unrelated work experience that does not showcase relevant skills. Build an ATS-optimized resume for this role using NexisGrow Resume Builder — free for all job seekers. Do not include generic skills or experiences that do not directly relate to the Client Support Analyst role. About Addepar Founded in 2013 , Addepar is headquartered in Silicon Valley and has established a significant presence in Pune, Maharashtra, India . With a focus on financial technology solutions, the company has grown rapidly, serving clients across various sectors and managing over $1 trillion in assets. Addepar's core offering is its advanced investment management platform, which includes features such as data aggregation , reporting , and analytics tailored for financial advisors and institutions. This platform enables clients to make informed investment decisions based on comprehensive data insights. The company has received positive feedback on Glassdoor, boasting an overall rating of 4.5 stars . Addepar fosters a collaborative culture and emphasizes employee development through various programs, ensuring that team members have the resources they need to grow professionally. Recently, Addepar secured $140 million in funding to expand its product offerings and enhance technological capabilities. This investment will allow the company to innovate further and solidify its position in the competitive financial technology landscape. Joining Addepar as a fresher provides a unique opportunity to work with cutting-edge financial technology. The company offers a strong foundation for a career in finance and tech, equipping employees with essential skills and experiences that are highly valued in the BFSI sector. Why Join Addepar as Client Support Analyst? As a Client Support Analyst at Addepar, you will gain invaluable experience in financial technology, enhancing your skill set in a rapidly evolving industry. This role provides a unique chance to work closely with clients, ensuring their needs are met while developing your professional capabilities. Hands-On Experience — Work directly with SQL and Python , essential tools for data analysis in the financial sector, enhancing your technical proficiency. Client Interaction — Engage with clients regularly, improving your communication skills, which are vital for future roles in client management or sales. Career Growth — Opportunities to transition to roles such as Client Success Manager or Technical Consultant within 1-2 years, paving the way for advancement. Supportive Environment — The emphasis on teamwork at Addepar fosters a culture of collaboration, encouraging professional development and personal growth. Cost of Living Advantage — Living in Pune offers a lower cost of living compared to other major cities, allowing for a comfortable lifestyle while earning a competitive salary. According to NexisGrow.com, starting your career at Addepar as a Client Support Analyst positions you at the forefront of financial technology, providing essential skills and experiences that will be invaluable throughout your career. Frequently Asked Questions Interview · Role · Salary · Growth ? Who can apply for Client Support Analyst at Addepar? Eligibility Tap to expand + Answer Candidates with Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or an equivalent technical or quantitative track and 1-3 years experience are eligible. Eligible batches: 2021, 2022, 2023, 2024, 2025. ? What skills are most important for this role? Skills Tap to expand + Answer Key skills: Problem Solving, Communication Skills, Basic Computer Knowledge, SQL, Python. Strong fundamentals and practical project experience matter most. ? What is the salary for this position? Salary Tap to expand + Answer Compensation: ₹6.0 – ₹10.5 LPA. Final offer depends on skills, experience, and interview performance. ? What is the interview process at Addepar? Interview Tap to expand + Answer Typically: Resume shortlisting → Online test → Technical interview(s) → HR round. ? Is this role remote, hybrid, or onsite? Work Mode Tap to expand + Answer Work mode varies by team. Confirm with HR during recruitment. ? What is the career growth path from this role? Growth Tap to expand + Answer Structured appraisals every 6–12 months. Senior roles accessible within 12–18 months based on performance. ? How do I apply? Application Tap to expand + Answer Apply via the official link in How to Apply section. Highlight: Problem Solving, Communication Skills, Basic Computer Knowledge, SQL, Python. ? Is there a probation period? Probation Tap to expand + Answer Standard 3–6 months probation. Confirmation follows successful completion. ? How to prepare for the Client Support Analyst interview? Preparation Tap to expand + Answer (1) Core concepts of Problem Solving, Communication Skills, Basic Computer Knowledge, SQL, Python, (2) 2–3 project walkthroughs, (3) Problem-solving, (4) Addepar research, (5) Clear communication. ? What is the work culture like at Addepar? Culture Tap to expand + Answer Research on LinkedIn and Glassdoor for authentic employee reviews. NexisGrow.com features only verified employers. 🔗 Explore More on NexisGrow More jobs in Pune Browse all Non-Tech jobs More jobs at Addepar Work From Home jobs Ready to Apply? Don't Miss This Opportunity! Apply only via the official link. NexisGrow.com charges zero application fees. 👉 Apply Now — Official Link NexisGrow.com does not charge any application or registration fees. Beware of fraudulent offers. Naukri ki baat, NexisGrow ke saath • NexisGrow.com