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      Addepar

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      Client Support Analyst Interview

      7 Jun 2024
      Anonymous employee
      Salt Lake City, UT

      Other Client Support Analyst interview reviews for Addepar

      Client Support Analyst Interview

      6 May 2025
      Anonymous interview candidate
      Declined offer
      Positive experience
      Difficult interview
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. I interviewed at Addepar (Salt Lake City, UT) in May 2024

      Interview

      3 interviews: Two 30 minute phone calls (one with HR/ one with Hiring manager). One superday video technical interview with 2-3 member panel; 1.5-2 hours; behavioral & technical case examples with positing of questions. Straightforward

      Interview questions [1]

      Question 1

      What would you use as a benchmark for financial risk on a mixed portfolio of securities.
      1 Answer

      Application

      I interviewed at Addepar

      Interview

      Had a riddle that was pretty difficult and product simulation where they showed you the product and asked questions on what you would report on and what chart you would add, asked financial questions like what you would invest in a portfolio

      Interview questions [1]

      Question 1

      How would you invest $1,000,000?
      Answer question

      Client Support Analyst Interview

      25 Oct 2016
      Anonymous employee
      Salt Lake City, UT
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied online. The process took 4 weeks. I interviewed at Addepar (Salt Lake City, UT) in Oct 2016

      Interview

      I applied online and received an email within a day to set up an initial phone screen. After that I had another call with a member of the team and was then invited to an on-site interview. The interview lasted about five hours, including lunch and a product demo. I was able to speak with most of the members on the team and was interviewed on technical skills, finance knowledge, as well as behavioral based questions. As a start-up, there was a lot of interaction with other team members to most likely assess fit with the culture. Shortly afterwards, I was informed of their decision.

      Interview questions [3]

      Question 1

      What is the difference between a Traditional and Roth IRA?
      Answer question

      Question 2

      Teach me something
      Answer question

      Question 3

      What do you know about SaaS?
      Answer question
      1
      avatar
      Addepar response
      9y
      Glad you had a great experience and accepted our offer!