Data Client Support Analyst Jobs

Client Support Analyst

Client Support Analyst role responsible for managing client health, supporting s...

Location

India , Pune

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Minimum 3+ years of experience in a similar role
Previous experience in investment management or Wealth management or Portfolio management domain
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
Minimum 2+ years of relevant experience in a client-facing role
Experience with SQL or Python will be an advantage

Job Responsibility

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

Fulltime

Analyst, Client Strategy

Sotheby’s Client Strategy team develops and implements strategies around existin...

Location

United States , New York

Salary:

55000.00 - 60000.00 USD / Year

Sotheby's

Expiration Date

Until further notice

Requirements

Minimum 2-3 years related auction or art market experience, or related experience in an analyst role
Advanced user of Microsoft Excel, Word and PowerPoint
Advanced analytical and research skills and the ability to identify and drive growth opportunities
Ability to run basic stats and work through large quantities of data to analyze trends
High degree of accuracy and attention to detail, with excellent writing/editing skills
Excellent communication and interpersonal skills
Superior organizational skills with the ability to prioritize multiple tasks with speed and efficiency
Team player with a positive working rapport with colleagues
Ability to work on multiple tasks and under pressure
Ability to think laterally and creatively

Job Responsibility

Partner with Client Strategists to research for team meetings including top client reviews, regional meetings, and to support key auctions
Ensure the accuracy and integrity of client information in client system/CRM throughout the year
Creation of team meeting briefs, family trees and high-level presentations to provide an overview of key families/clients and related stakeholders
Support pre-sale targeting initiatives, including creative brainstorming for top lots, research potential new bidders
Sale targeting: partner with Client Strategists to drive pre-sale targeting initiatives to strategically sell our auctions in collaboration with Digital Marketing and Thread Genius/AI teams
For bespoke seated events, assist with invitation list building, collaborate with Special Events team, and create client biographies
Conduct research for post-sale meetings, recording action points and deliverables to ensure business-getter follow through
Competitor analysis: Analyze known competitive transactions, distill key insights, and assess business development opportunities
Data analysis and aggregation in Excel using Sotheby’s proprietary databases
Creating PowerPoint presentations/project decks as required

What we offer

Discretionary bonus
Competitive benefits package

Data Analyst

As a Data Analyst at Sopra Steria, you will play a pivotal role in guiding clien...

Location

Belgium , Flanders/Brussels

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

At least 3 years of experience as a Data Engineer or Data Analyst
Help customers in their data transformation, focusing on data architecture, data strategy and governance, data transformation, data foundation, and more
Collect, analyze and match customer demand with meaningful data
Knowledge and experience with databases and data modeling
Good knowledge and experience with SQL
Knowledge of a programming language like Python is a plus
Analytical thinking, communication skills and a practical attitude
Proficient in English
Knowledge of Dutch and/or French is a must

Job Responsibility

Guide clients through their dynamic data journey
Assist clients in transforming their data processes
Analyse and understand customer needs
Match customer requirements with meaningful data solutions
Generate impactful analyses that deliver efficient, user-focused solutions
Ensure the successful implementation and support of Sopra Steria’s diverse portfolio of data services

What we offer

Mobility options (including a company car)
Insurance coverage
Meal vouchers
Eco-cheques
Continuous learning opportunities through the Sopra Steria Academy
Opportunity to connect with fellow Sopra Steria colleagues at various team events

Fulltime

New

Remote Momentum Financials Data Analyst

Trilogy Federal is looking for a remote Momentum Financials Data Analyst with kn...

Location

United States , Arlington

Salary:

80000.00 - 110000.00 USD / Year

Trilogy Federal

Expiration Date

Until further notice

Requirements

4+ years of experience as a Business Analyst or Developer supporting reporting and data management efforts, including requirements analysis, report design, validation, and testing
4+ years of experience with Momentum Financials data and table structures
Experience with some or all of the following tools: Power BI, Pyramid Analytics, MS SQL Server, Oracle, Azure Synapse, Databricks, Microsoft Office Suite, SQL, and DAX
Ability to effectively communicate and interact with senior level management and clients
Strong written and oral communication skills
An outstanding ability to work independently, establish priorities, and meet deadlines
4-year degree in Information Systems, Computer Science, Accounting, or similar
Ability to obtain a Public Trust clearance

Job Responsibility

Support external customers with analyzing current data and reporting business needs, developing reporting requirements, implementing data management and reporting solutions, and supporting end users
Provide federal financial data subject matter expertise using Momentum Financials
Develop reports and data management tools using Power BI, Pyramid Analytics, MS SQL Server, Oracle, Azure Synapse, Databricks, Microsoft Office Suite, SQL, and DAX
Review and analyze data and audit requests from end users and compile the requested data from Momentum financials and other VA systems
Develop and update guides, training tools, reconciliation approaches, and standard operating procedures for reports and data tools from Momentum financials and other VA systems
Conduct analysis on the quality of data in Momentum financials and test the migration of data from FMS and other VA systems to Momentum financials
Provide functional support for system testing, such as developing test scenarios and documentation, performing validation testing for Momentum Financials reports as well as any VA-specific reports and data sources
Support new client-requested initiatives, such as analyzing reporting requirements, developing design documentation, and training and supporting end users with system functionality
Attend and participate in meetings with client stakeholders. Potentially lead client meetings

What we offer

Health, dental, and vision plans
Optional FSA
Paid parental leave
Safe Harbor 401(k) with employer contributions 100% vested from day 1
Paid time off and 11 paid holidays
No cost group term life/AD&D plan, and optional supplemental coverage
Pet insurance
Monthly phone and internet stipend
Tuition and training reimbursement

Fulltime

Data Analyst

As a Data Analyst at Sopra Steria, you will play a pivotal role in guiding clien...

Location

Belgium , Flanders/Brussels

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

At least 3 years of experience as a Data Engineer or Data Analyst
Help customers in their data transformation, focusing on data architecture, data strategy and governance, data foundation
Knowledge and experience with databases and data modeling
Good knowledge and experience with SQL
Practical experience with Microsoft cloud or comparable alternatives
Analytical thinking, communication skills and a practical attitude
Proficiency in English
Knowledge of Dutch and/or French is a must

Job Responsibility

Guide clients through their dynamic data journey
Assist clients in transforming their data processes
Analyze and understand customer needs
Match requirements with meaningful data solutions
Generate impactful analyses that deliver efficient, user-focused solutions
Provide expertise and advice across the data value chain
Ensure successful implementation and support of Sopra Steria's diverse portfolio of data services

What we offer

Mobility options (including a company car)
Insurance coverage
Meal vouchers
Eco-cheques
Continuous learning opportunities through the Sopra Steria Academy
Team events

New

Data Analyst

Airship is recruiting for a Data Analyst to join our dynamic ASO Team. We work w...

Location

United States

Salary:

75000.00 - 80000.00 USD / Year

Airship

Expiration Date

Until further notice

Requirements

2+ years of experience in finance, mobile marketing, and/or data analytics
Strong understanding of client needs to deliver logical business conclusions
Strong critical thinking skills and creativity regarding methodology to measure business success
Writing and editing scripts (JavaScript, Python, R)
Proficient in managing and writing performant queries to a data warehouse/database (MySQL, BigQuery)
Experience with reporting, analyzing, and delivering data
Highly proficient in Microsoft Excel, Google Workspace and Microsoft PowerPoint
Proficient in generating reports in data visualization software (Data Studios, PowerBI, Tableau)
Excellent project management skills, ability to multitask and meet tight deadlines
Proactive and effective communication for internal/external stakeholders

Job Responsibility

Lead cross-functional projects using advanced data modeling and analysis techniques to discover insights that will guide strategic decisions and uncover optimization opportunities
Undertake data collection and implement business product solutions
Build, develop and maintain data models, reporting systems, data automation systems, dashboards and performance metrics that support key business decisions
Design and build technical processes to address business issues
Identify, analyze, and interpret trends or patterns in complex data sets
Perform data consolidation/data analysis and communicate findings in a clear manner to external clients
Communicate directly with internal stakeholders as well as clients to translate business/data challenges into reports, insights, and analysis
Create and maintain dashboards to track partner’s KPI in data visualization software (Data Studio, PowerBI, Tableau)
Develop and implement data collection systems, data analyses and new strategies to measure campaign performances
Create documentation for various types of reports including methodologies, templates in Excel, slides, and/or sheets for training purposes

What we offer

Competitive medical, dental, and vision insurance options for you and your dependents
Flexible time off, company paid holidays, paid parental leave, and paid volunteer time off
Support for your overall wellbeing with mental health and wellness resources
Employer-subsidized life insurance as well as short-term and long-term disability
A digital-first work environment and a monthly stipend to support remote work
Mentorship and growth opportunities to build skills and accelerate professional development
Equity is also offered with this role

Fulltime

Client Solutions Analyst

This is an 18-month AddeGrad Program for a Client Solutions Analyst. The role in...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

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)

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

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

Fulltime

Data Analyst

Client Data Analyst – Investment Management – London – Hybrid Working. Our clien...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

Bachelor’s degree (or equivalent experience)
2+ years in a data-focused role, ideally with CRM exposure
Proficiency in SQL and Power BI
Strong knowledge of data governance and quality management
Excellent stakeholder management, communication, and presentation skills
Strong communication skills (client-facing role)

Job Responsibility

Develop and deliver a client data management roadmap for UK OSS
Provide senior leadership with data to inform both strategic and tactical decisions
Work closely with Business Development to cleanse and optimise large datasets
Design and maintain engaging Power BI dashboards and reporting tools
Define KPIs and metrics in line with stakeholder requirements
Ensure data quality, accuracy, and governance best practices
Support marketing and communications with data-driven insights

What we offer

Exposure to senior stakeholders and clients and the autonomy to directly shape strategy
A collaborative and supportive team culture
Flexible working with dynamic options to suit your lifestyle
A chance to grow your career with the tools, resources, and autonomy to succeed

Fulltime

Data Client Support Analyst

Addepar

Location:
United Kingdom, Edinburgh

Category:
IT - Administration

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 05, 2025

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Job Description:

Job Responsibility:

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Nice to have:

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Job Posted:December 05, 2025

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Job Posted:
December 05, 2025