Data Client Onboarding Specialist

Addepar
Poland
Workplace: OnsiteFull timePLN 140,000 - 168,000Function: Customer Success & Account ManagementSkills: ["Communication","Interpersonal skills","Attention to detail","Critical thinking","Self-motivation"]

Own the client data feed onboarding process for new Addepar clients by communicating onboarding workflows over calls and email, guiding authorisation and account eligibility (including LOA forms), and provisioning accounts to the correct Addepar environments. Partner with data providers to triage onboarding requests and collaborate with Sales, Solutions Architects, Product, and Engineering to improve onboarding UX and increase operational efficiency.

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FursaFursa
Addepar
Addepar
1 month ago

Data Client Onboarding Specialist

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Own the client data feed onboarding process for new Addepar clients by communicating onboarding workflows over calls and email, guiding authorisation and account eligibility (including LOA forms), and provisioning accounts to the correct Addepar environments. Partner with data providers to triage onboarding requests and collaborate with Sales, Solutions Architects, Product, and Engineering to improve onboarding UX and increase operational efficiency.
Location: Poland
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage data feed onboarding for new clients, including communicating onboarding workflow over calls and emails.
  • •Guide clients on account eligibility and authorisation requirements (e.g., LOA forms) for existing and new portfolio data feeds.
  • •Provision received accounts to appropriate Addepar environments and complete custodian-specific setup and feed connectivity workflows.
  • •Work with data providers to triage and resolve account onboarding requests and issues within SLAs.
  • •Partner with internal teams (Sales, Solutions Architects, Product, Engineering) to improve onboarding UX and operational workflow efficiency.

Pay and Benefits

Salary: PLN 140,000 - 168,000

Key Requirements

  • •A few years of experience in client-facing roles specializing in Client Onboarding and Success in the FinTech and financial advisory sector.
  • •Excellent communication and interpersonal skills with strong attention to detail.
  • •Verbal and written fluency in English; fluency in French, German and/or Italian is a plus.
  • •Strong technical aptitude with interest in using emerging AI-driven tools to optimize workflow efficiency.
  • •Familiarity with Salesforce, Databricks, Jira, Google Suite, and CRM applications is preferable.
Experience:FintechFinancial advisory
Skills:CommunicationInterpersonal skillsAttention to detailCritical thinkingSelf-motivation
Languages:EnglishFrenchGermanItalian
Tech Stack:SalesforceDatabricksJiraGoogle SuiteCRMAI tools

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar
Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.
Industry: Wealth Management
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2009
WebsiteLinkedIn