Client Support Analyst

Join our dynamic team at Addepar, where we empower clients to make informed financial decisions. As a Client Support Analyst, you will play a crucial role in ensuring our clients receive exceptional support and guidance on our platform. You will be responsible for addressing client inquiries, troubleshooting issues, and providing training on our software sol…

About UsAddepar is a leading global data and AI platform dedicated to empowering investment professionals by transforming complex financial data into actionable insights. Our platform consolidates portfolio, market, and client data into a comprehensive view, delivering AI-driven intelligence within investment and client workflows. Currently, over 1,400 firms across nearly 60 countries rely on Addepar to manage and advise on approximately $9 trillion in assets. With integration capabilities across nearly 650 software, data, and consulting partners, Addepar enhances investment operations for firms of all sizes and complexities. Our global presence includes offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.The ProgramJoining the AddeGrad Program means engaging in impactful projects that foster your professional development while contributing to our mission. You will receive guidance from supportive managers and collaborate with dynamic teams, alongside an extensive onboarding program designed to prepare you for various career paths within the company. Our vibrant corporate culture and unique company swag add to the experience!This 18-month structured program offers insights into key functions of the Client Services team and in-depth knowledge of the Addepar platform, which is essential for advancing your career within the organization. You will have the opportunity to collaborate with key stakeholders from our Go-To-Market and R&D teams. After completing the program, you will be well-equipped to pursue further growth in areas such as Client Success or remain within Client Services. The program is set to commence in July 2026.Onboarding is scheduled for the Summer. We are currently seeking candidates from the UK, specifically hosted at our Edinburgh, Scotland office.Role OverviewWe are on the lookout for a Client Solutions Analyst to become part of our Services Team! In this role, you will design and implement Addepar solutions for new clients. You will be driven by a passion for identifying how Addepar can add significant value to clients' businesses, utilizing your analytical and consulting skills to advise clients on modeling and analyzing their financial instruments and assets. A deep understanding of both finance and technology is crucial, as is the ability to take ownership of clients' success.

Join Abacus Group as an Enterprise Service Desk Analyst in Edinburgh, where you will play a key role in supporting our clients through effective IT service management. You will be responsible for troubleshooting and resolving technical issues, providing exceptional customer service, and ensuring operational excellence.

Join our dynamic team as a Senior Technical Business Analyst, where you will play a pivotal role in defining and executing a variety of key projects. This is a fantastic opportunity for a seasoned Business Analyst who is passionate about fostering deeper connections with our clients' core business operations.Conduct thorough root cause analyses to identify challenges and collaborate closely with business users to translate their requirements into actionable solution designs and comprehensive systems specifications.Partner with development teams to create technical solutions that effectively address business needs.Utilize your analytical skills to produce data mappings and insights using SQL, Excel, and Power BI.Draft detailed Business Requirement Specification Documents that guide project development.Engage in stakeholder management across various levels, from C-suite executives to on-the-ground developers, ensuring alignment and clarity.Facilitate User Acceptance Testing (UAT) by preparing test scenarios, coordinating with stakeholders, and validating solutions with tools such as Azure DevOps and Jira.Experience end-to-end project involvement, from leading workshops to overseeing design and delivery phases.

Join the innovative team at Costello Medical as a Value and Evidence Analyst. In this pivotal role, you will engage in projects that require meticulous analysis and presentation of clinical trial data, which play a critical role in the successful adoption of groundbreaking therapies.ResponsibilitiesYou will contribute to projects focusing on the detailed analysis of data derived from clinical trials, ensuring that our findings are presented creatively and effectively to support novel therapies.About the RoleAs an Analyst, your analytical skills will be essential in interpreting complex datasets. You will collaborate closely with a talented team to convert data into actionable insights that drive healthcare innovations.

Join our Global IT User Support team as a dedicated and skilled IT User Support Specialist. As part of our internationalization strategy, you will play a vital role in supporting our global locations remotely. We seek a responsible and independent individual who can contribute to the success of our Global IT User Support Team through close collaboration with IT team members and users worldwide. You will be welcomed into the friendly culture of our Edinburgh office, and we expect you to reflect this warmth and hospitality.Your Key Responsibilities:Provide prompt responses to user inquiries and deliver technical support.Troubleshoot and resolve hardware, software, and network issues effectively.Oversee employee onboarding and offboarding, managing access, devices, and accounts.Offer ad-hoc support for meeting rooms and related technology.Prioritize and address IT concerns, escalating serious issues to the appropriate stakeholders.Document systems, procedures, and processes, providing accurate IT product or service guidance.Maintain and update the IT equipment inventory regularly.

Addepar is hiring an Alts Data Operations Analyst in Edinburgh, UK. This position centers on managing alternative investments data and supporting operational improvements across the team. Role overview The analyst will handle a range of tasks related to alternative investments data. Maintaining data accuracy and integrity is a key responsibility. The role also involves analyzing data to help refine operational processes. Collaboration This position works closely with colleagues from different teams. Supporting data-driven decision-making is central to the job, requiring effective communication and teamwork. Key focus areas Manage and analyze alternative investments data Ensure data integrity throughout all processes Enhance operational workflows related to data Collaborate with teams to support informed decisions

Join our dynamic Payments Team in Edinburgh as a Business Analyst, where you will collaborate with software engineers and business analysts globally to develop innovative solutions that cater to our current and future clients.Your contributions will be pivotal in optimizing payment processes, addressing customer challenges, and gathering new requirements while ensuring compliance with industry regulations. You will engage closely with cross-functional teams to create solutions that meet market needs. Following Agile methodologies, you will also work hand-in-hand with product owners and software engineers to design, develop, test, and maintain essential functionalities within the team.Assess and analyze payment processes to pinpoint opportunities for enhancement and efficiency.Translate business requirements into payment solutions, documenting them in our internal tools such as JIRA, Confluence, and our Service Request platform.Collaborate with developers to design and implement functionalities during the development and testing phases of new features and bug fixes.Stay informed on payment industry regulations and standards.Resolve customer inquiries and internal requests, managing client interactions during testing, overseeing bug resolution, and addressing potential change requests.

Join our dynamic team at Trainline as a Senior Data Analyst specializing in Rail Fraud. In this pivotal role, you'll analyze complex datasets to detect and prevent fraudulent activities, ensuring the integrity of our operations. Utilize cutting-edge analytical tools and methodologies to provide actionable insights that will enhance our fraud prevention strategies and protect our customers.

The Implementation Analyst role at Modulr Finance is based in Edinburgh and requires working in the office four days each week. This is a full-time position focused on supporting clients as they adopt Modulr’s services. Role overview This position centers on guiding clients through the technical onboarding process. The goal is to make transitions as smooth as possible, even when the steps are complex. What you will do Manage technical onboarding for new clients, ensuring each step is clear and efficient. Provide direct customer support, including handling second-line queries when clients encounter issues. Work arrangement This role is in-office in Edinburgh for four days per week.

Join Opus 2 as a Product Support Specialist - Institutions, where you'll serve as the go-to expert and relationship manager for our esteemed Institutions client base. In this pivotal product escalation role, you will provide advanced product guidance, ensuring that service level agreements (SLAs) are consistently met across all support interactions, establishing yourself as a trusted advisor to client-side support teams.This position acts as a vital link between client enablement and internal accountability. You will facilitate customized product training, manage ongoing client engagement through site visits and calls, and deliver strategic feedback to our Product Management team. With your in-depth knowledge of the Institutions solution, you will guarantee our clients receive outstanding, proactive support while influencing the future development of our product based on user experiences.Your ResponsibilitiesDeliver first and second-line technical support and product guidance to users of our legal technology solutions via phone, email, and internal support portals.Investigate and resolve escalated software issues in collaboration with QA, DevOps, and Engineering teams to ensure timely fixes.Assist in the creation of automation tools and scripts (e.g., Python, Bash) to optimize support tasks and enhance data integrity.Engage directly with clients to understand their workflows and provide tailored technical solutions to boost product adoption and operational efficiency.Document and escalate bugs, feature requests, and client feedback with precise, actionable reporting to relevant internal teams.Support the testing and validation of new product features, patches, and releases prior to their deployment.Guide and mentor junior team members by sharing knowledge, best practices, and technical insights.Promote best practices and drive client engagement through proactive outreach, training, and solution optimization.Maintain detailed records of support interactions in the helpdesk or incident tracking system, ensuring thorough follow-up and resolution.Develop and maintain user-friendly support materials, including how-to guides, FAQs, and internal documentation.Identify recurring issues and collaborate with Product and Development teams to implement long-term enhancements.Assist in conducting product training sessions and client demonstrations as required.Uphold a high standard of professionalism and customer satisfaction in all support interactions.

Join InterSystems UK in an exciting Graduate Application Specialist position within our esteemed TrakCare Laboratory Enterprise (TCLE) team. This team is pivotal in delivering TCLE solutions to Clinical Laboratories, equipping them with essential tools and reports that enhance the entire lifecycle of lab services and manage workloads effectively across various sites.This 9-month paid contract presents a remarkable opportunity for you to immerse yourself in the dynamics of a fast-paced global software business, ensuring the installation and maintenance of our products across multiple locations.This is a full-time position for recent graduates, based in our offices in Edinburgh or Windsor, requiring your presence 5 days a week.The Application Specialist Graduate - TCLE will play a crucial role in supporting the implementation of TCLE for our clients, engaging in both office-based tasks and direct customer interactions.

Join Ember as a Senior Network Analyst and be a pivotal part of our mission to revolutionize public transport. In this dynamic role, you will design and enhance our network by identifying route opportunities, creating effective timetables, and leveraging data analytics to optimize every aspect of our service. We value clarity of thought, practical problem-solving skills, and the ability to manage multiple projects at once.About EmberAt Ember, we're redefining the future of public transportation to be more convenient, affordable, connected, and environmentally friendly. Our aim is to provide a transportation alternative that surpasses the convenience of personal vehicles.As a tech-forward organization, we are not just another bus company. We’ve developed a comprehensive platform that manages everything from vehicle monitoring and charging control to ticket sales and ETA calculations. This innovative approach enables us to maximize the usage of electric buses, significantly reducing emissions while enhancing passenger experiences with features like demand-responsive stops.Despite our current small scale with a limited number of routes and 98 buses, we are poised for exponential growth. Our recent Series A funding from leading climate-focused venture capitalists is fueling our ambition to expand our operations 50-fold while maintaining lean operations, improving efficiency, and enhancing the product experience. We are seeking passionate individuals ready to contribute to our transformative journey.The RoleThis versatile, hands-on position encompasses the entire lifecycle of route development—from identifying opportunities on the map to launching routes and continuously improving them post-launch. As part of a small, empowered team, you will take the lead in problem-solving and innovation.Identifying new routes will involve in-depth exploration of Google Maps, evaluating existing transport options, conducting field tests, and engaging with local communities to assess their needs. You will need to navigate the capabilities of our fleet of electric coaches and charging infrastructure, balancing optimal route designs with the efficient use of these resources. Remember, the most appealing route on paper may not always be the most practical one.Your insights will also contribute to shaping Ember's future direction, requiring a strategic outlook that considers the network as a whole rather than focusing on isolated routes. Your voice will play a crucial role in discussions with our founders.

Ember is on the lookout for a motivated individual to assist in the design and expansion of our innovative network. In this pivotal role, you will identify route opportunities, create efficient timetables, and leverage data to optimize every aspect of our network. While previous experience is valuable, your ability to think critically, apply practical solutions, and maintain high standards is paramount.About EmberAt Ember, we are revolutionizing public transportation by making it more convenient, affordable, interconnected, and environmentally friendly. Our mission is to provide a superior travel experience that surpasses the convenience of personal vehicles.Unlike traditional bus operators, Ember operates as a tech-centric company. We have developed a comprehensive platform that manages our entire operations—from vehicle monitoring and charger management to ticket sales and ETA calculations. This technological edge allows us to utilize electric buses more efficiently than anyone else globally, contributing to a significant reduction in emissions while enhancing passenger experiences through features like demand-responsive stops.As a growing startup with a limited number of routes and 98 buses, we face the exciting challenge of scaling operations 50 times while remaining efficient and delivering an outstanding product. Having recently secured Series A funding from top climate-focused venture capitalists in Europe, we are seeking passionate individuals eager to join our mission.The RoleThis position offers a broad, hands-on opportunity where you will engage with the full lifecycle of a route—from identifying opportunities on a map to launching and continuously improving them. As part of a small team, you will have significant ownership of your projects and will be expected to independently resolve challenges as they arise.Identifying new routes requires in-depth research using Google Maps, evaluating existing transportation options, engaging with local communities to understand their needs, and conducting real-world tests of your ideas. You’ll also need to be aware of our fleet's capabilities and charging infrastructure to balance aesthetic route designs with asset efficiency, recognizing that the ideal route on paper may not always be the best in practice.We take a data-driven approach to timetable creation, moving away from traditional static schedules to probabilistic models that factor in variations in stop usage across different days, weeks, and seasons. You will be responsible for designing these timetables, navigating council consultations, and ensuring compliance with Traffic Commission regulations.

We are seeking a highly skilled and detail-oriented Senior QA Analyst to join our dynamic team at Trustpilot. In this role, you will be responsible for ensuring the highest quality of our Salesforce applications through rigorous testing and validation processes. You will work closely with developers and product managers to design and implement test strategies that guarantee our software meets the highest standards.Your expertise in QA methodologies will be essential in identifying issues before they reach our customers, thereby enhancing user satisfaction and product performance. If you are passionate about quality assurance and looking to take your career to the next level, we would love to hear from you!

No Prior Experience RequiredAre you eager to establish a career in a professional office setting?Does a career in finance excite you?If your answer is yes, this opportunity might be just what you're looking for!In light of a significant skills gap in the industry, professionals in accounting and bookkeeping are highly sought after.We collaborate with a network of employers actively seeking to hire newly trained individuals who are enthusiastic about pursuing diverse finance-related positions.Our programs are designed to equip you with the necessary knowledge, skills, and certifications for success. Upon completing our training, we will connect you with our network of employers to help fill crucial roles within this field.Join our complimentary AAT Accounting Career Webinar by clicking 'Apply for this job', and we will provide you with the joining link.After attending this free online session, you can decide if this career path resonates with you.

Role overview The Portfolio Data Analyst at Addepar in Edinburgh, UK, plays a key part in transforming complex portfolio data into clear analytics. These insights help guide business strategy and support decision-making across the company. Main responsibilities Collaborate with teams from various functions to develop thorough portfolio analyses Maintain accuracy in reporting and ensure timely delivery of reports Convert raw data into meaningful insights that shape business strategy

Join our compassionate team at City County Healthcare Group Ltd as a Support Worker in Edinburgh. In this fulfilling role, you will provide essential support to individuals in need, helping them lead more independent lives. Your responsibilities will include assisting clients with daily activities, promoting their well-being, and ensuring they receive the highest quality of care.

Addepar seeks a Data Analyst specializing in Portfolio Analytics for its Edinburgh, UK office. This role involves working with complex investment data to deliver insights that guide client decisions. Key responsibilities Analyze large and diverse data sets tied to investment portfolios Spot trends and patterns that shape client strategy Present findings as clear, actionable recommendations Help clients understand and enhance portfolio performance Role impact By transforming raw data into practical guidance, this position plays a direct part in how clients manage and optimize their investments.

Join Addepar as a Portfolio Data Operations Analyst, where you will play a pivotal role in managing and optimizing our portfolio data operations. This position involves working closely with our data management team to ensure the accuracy and integrity of financial data, while also enhancing our data workflows to improve efficiency and performance.As a critical member of our team, you will engage with various stakeholders to understand their data needs and translate them into actionable insights. Your analytical skills will be vital in identifying trends and discrepancies within our datasets, allowing for informed decision-making.