Client Reporting, Advisor Support Associate

Job description

Description Lido Advisors is seeking an Advisor Support Associate to join the Client Reporting team within the Operations department. This position plays a critical role in helping Wealth Advisors and their teams effectively use the firm’s client reporting platform, Addepar. This position is service- and support-oriented, with a focus on advisor enablement, platform adoption, training, and day-to-day troubleshooting. This role will serve as a first point of contact for advisor reporting questions, provide guidance on best practices and “how-tos,” and partner closely with the broader Client Reporting, Operations, and Technology teams to ensure a high-quality advisor experience. The Associate will also help capture advisor feedback and collaborate with technical product owners to improve workflows, tools, and documentation. Key Responsibilities: - Serve as a primary support resource for Wealth Advisors and their teams on client reporting tools, dashboards, and outputs within Addepar. - Respond to reactive support requests related to report setup, navigation, data interpretation, and common reporting questions. - Explain reporting concepts, calculations at a high level, and platform f...