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The Role
We are currently seeking a Client Specialist to join our Marketplace Team!
Addepar has the potential to make investing in alternative investments and private assets more transparent, more efficient, and more ethical. Addepar’s newest business, Marketplace, provides a set of tools that help our clients make better investment decisions, as well as an order management and execution platform for access to a wide range of investment products, including cash management, hedge funds, private equity, as well as co-invests and secondary transactions in private securities and LP interests. This is an exciting new initiative for Addepar with high growth potential that is still in the early stages of development, and there is a unique opportunity for a key individual to join a new, highly visible team at the ground level.
Read more about our launch of Marketplace in May of 2020 here:
The Marketplace team is a vertically integrated group that includes a cross-section of product, marketing, sales, data, design, operations, compliance and engineering - giving members a unique perspective that demonstrates how their work directly links to the broader business. In many ways, our group operates much like a startup within a growth company, providing its members with the stability and business relations of the larger Addepar organization, while allowing the group to operate in a tightly integrated and demanding context, as we continue to build out our new line of business and product offerings.
Our team is looking for a proven team player who thrives in fast-paced environments, excels at establishing and managing productive client relationships, and enjoys the challenge of building a new venture within an existing high growth company. As a Client Specialist, you will build and manage your own book of business focused on distributing a range of investment and liquidity solutions, including alternative investments and private securities (hedge funds, private equity, , direct private company and LP secondaries, and equity co-invests) that we originate from our proprietary network to our wealth management clients. Over time we will add additional product offerings - our longer term vision is to provide the full spectrum of financial products for wealth managers. The ideal candidate is relationship-driven, comfortable working hands-on, ambitious and results-oriented.
What You’ll Do
Who You Are:
Marketplace and brokerage services provided by Acervus Securities, Inc., an SEC registered broker‑dealer and member FINRA / SIPC.
Full Time
IT Outsourcing & Consulting
$78k-105k (estimate)
04/01/2023
05/16/2024
addepar.com
MOUNTAIN VIEW, CA
3,000 - 7,500
2009
Private
CHEN CHRISTOPHER
$10M - $50M
IT Outsourcing & Consulting
Addepar is a California-based wealth management platform that offers data aggregation, analytics, reporting, and related solutions for investment advisors.
The following is the career advancement route for Client Specialist - Marketplace positions, which can be used as a reference in future career path planning. As a Client Specialist - Marketplace, it can be promoted into senior positions as a Customer Success Associate II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Specialist - Marketplace. You can explore the career advancement for a Client Specialist - Marketplace below and select your interested title to get hiring information.
If you are interested in becoming a Client Specialist, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Specialist for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Specialist job description and responsibilities
They build and nurture strong personal relationships with clients.
03/17/2022: Portland, OR
Perform other administrative duties as required to build business for clients.
02/03/2022: Anderson, IN
Responds to inbound requests from all channels (phone, portal, e-case) within prescribed service levels.
03/28/2022: High Point, NC
Monitors, documents and manages the resolution process in a timely manner while effectively communicating status with the client to maintain a high degree of client satisfaction.
04/03/2022: Binghamton, NY
Assist in the creation and maintenance of user and procedural documentation.
04/02/2022: Laramie, WY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Specialist jobs
A good client specialist always consistently deliver a high level of service to achieve and maintain high client and broker satisfaction levels and support client and member retention.
04/15/2022: Elkhart, IN
The number one skill you need to excel in customer service is problem-solving.
02/28/2022: Macon, GA
Client Specialist need to show that they are perfectly capable of talking about your product.
03/19/2022: San Diego, CA
Client specialist need a customer focus and should be willing to bear any situation to make sure the customer remains happy with your service.
03/28/2022: Savannah, GA
There are many different skills required to be considered qualified as a Marketing Specialist.
03/25/2022: Huntsville, AL
Step 3: View the best colleges and universities for Client Specialist.