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Client Solutions Analyst

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Addepar

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Location:
United Kingdom, Edinburgh

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Category:
IT - Software Development

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

This is an 18-month AddeGrad Program for a Client Solutions Analyst. The role involves joining a postgraduate cohort to work on meaningful projects, building a career with future advancement opportunities. The analyst is responsible for designing and implementing Addepar for new clients, ensuring solutions fit their unique requirements and are compatible with the Addepar ecosystem. The program includes rotations starting on the Client Support team and moving to other roles within the Services organization.

Job Responsibility:

  • Design and implement Addepar for new clients
  • Identify how Addepar can unlock significant value for clients’ businesses
  • Advise clients on how to model and examine their financial instruments and assets
  • Lead the design and oversight for new clients onboarding to the Addepar platform
  • Ensure solutions are compatible with other products and services within the Addepar ecosystem
  • Provide hands-on support to identify, respond to, and resolve issues and questions raised by clients
  • Work in complex data sets to identify and resolve data and calculation discrepancies
  • Collaborate with R&D teams to conduct root-cause analysis
  • Collaborate with Product and Account Management to manage and maintain client satisfaction
  • Help clients use Addepar to the greatest extent through functional and conceptual instruction
  • Learn how to design solutions and execute project implementations
  • Work closely with cross-functional teams to ensure successful project delivery and client satisfaction
  • Prioritize and context-switch effectively to support simultaneous projects
  • Identify and drive opportunities to improve current processes and standard methodologies
  • Connect with clients in a proactive, consultative, and professional manner
  • Effectively communicate project health and status to internal and external senior leadership

Requirements:

  • BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2025 - Spring 2026
  • Exceptional organizational and interpersonal skills
  • Solution-oriented approach and a passion for problem-solving
  • Proven ability to research, design, and implement solutions for complex problems
  • Independent, adaptable, and can thrive in a fast-paced environment
  • Strong desire to gain further understanding of the global wealth management business
  • Effective communication and interpersonal skills (both written and verbal)
  • Strong work ethic, proactive and a highly contributing teammate
  • Strong analytical skills and ability to interpret
  • Right to work in the United Kingdom from the first day of employment (visa sponsorship not available)
  • Seeking UK candidates only

Nice to have:

  • Minors in Computer Science, Data Science, or related fields
  • Prior internship experience working in finance, technology, and/or consulting
  • Experience programming in Python language
  • Experience with project management
What we offer:
  • In-depth onboarding and enablement program
  • Strong corporate culture
  • Cool swag
  • Exposure to key functions of the Client Services team
  • In-depth knowledge of the Addepar platform
  • Ability to partner with key stakeholders across Go-To-Market and R&D teams
  • Prepared for career growth in other parts of the business upon completion

Additional Information:

Job Posted:
December 05, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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