Trading Services Solutions Consultant

Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience
Superior communication, organizational, problem solving and time-management skills
Proficiency in math, financial equations/terminology, and database set up methodologies
Experience using help desk/ CRM (Salesforce) and remote support tools
Perseverance when handling tough assignments and willingness to bring client issues to resolution
Passion for problem-solving and continuous learning
Passion for technology and finance
3+ years of relevant experience in a client-facing role
Desire to be a part of a diverse team

Lead and complete implementation projects onboarding new clients to the Addepar Trading Platform
Lead all aspects of client relationships and expectations from project inception to stabilization
Train clients on platform best practices and build detailed Solutions Design and Project Plan documentation
Demonstrate technical and industry expertise to transition clients and their data onto Addepar Trading
Solve customer concerns and bring issue resolution to closure using cross-team collaboration, problem-solving, and training
Effectively set, lead, and communicate expectations both internally and externally
Prioritize and context-switch effectively to complete simultaneous projects
Think critically about how to improve our current processes and tools both internally and externally as our client base expands
Be an authority on all things Addepar Trading