Client Reporting, Advisor Support Associate

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 functionality in a clear, advisor-friendly manner. 
• Assist advisors with report customization, client-friendly presentation, and best practices for using Addepar in client conversations. 
• Conduct individual and group training sessions for advisors and their teams, including onboarding for new hires. 
• Aid in the development and maintenance of training materials, written guides, and “how-to” documentation related to client reporting workflows. 
• Proactively identify recurring questions or pain points and translate them into targeted training or process improvements. 
• Collect, document, and escalate advisor feedback, enhancement requests, and recurring issues related to Addepar for communication and coordination with the technical product owners 

• 2–5 years of experience in client service, advisor support, wealth management operations, or a related role.  
• Hands-on experience using Addepar as an administrator or end user 
• Prior exposure to advisory firm reporting workflows and advisor-client interactions 
• Strong client service mindset with the ability to explain technical concepts to non-technical audiences.  
• Excellent written and verbal communication skills.  
• Detail-oriented, organized, and comfortable managing multiple advisor requests simultaneously.  
• Collaborative team player who enjoys partnering across functions.  
• Ability to adapt in a fast-paced, evolving environment.  
• Proficient in Microsoft Office (Excel, Word, PowerPoint). 

What Success Looks Like 

• Advisors independently and confidently use Addepar for client preparation and reporting, with reduced friction and confusion.  
• Advisor support issues are resolved quickly and clearly, reinforcing trust in the Client Reporting team.  
• Training and documentation proactively reduce repeat questions and accelerate advisor and staff onboarding.  
• Advisor feedback consistently informs platform and process improvements, closing the loop between users and product teams.  
• Cross-functional collaboration drives smooth rollouts and adoption of reporting enhancements and changes.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.  

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