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Addepar is a leading provider of technology for the wealth management industry.
Data Onboarding Specialist
Location
India
Posted
63 days ago
Salary
0
Seniority
Senior
Job Description
Data Onboarding Specialist
Addepar
• Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to: • Communicate and explain the data onboarding workflow to clients over calls and emails • Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds • Provision received accounts to the appropriate Addepar environments • Work closely with data providers to triage and address account onboarding requests and issues • Complete custodian specific setup and feed connectivity workflows • Assist with maintaining accurate account onboarding instructions and related resources • Partner with Sales, Solutions Architects, and other internal Data teams to drive positive client experiences • Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency
Job Requirements
- 3+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector
- Outstanding communication & interpersonal skills with excellent attention to detail
- Fluency in Spanish is preferred and considered a plus for this role
- A strong technical knack with an interest in leveraging modern AI productivity tools (e.g., Claude, ChatGPT) to enhance workflow efficiency and problem-solving
- Ability to think critically and effectively balance multiple projects and processes simultaneously
- Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes
- Proactive and diligent in documenting team processes and finding opportunities to improve team workflows
- Familiarity with using Salesforce, Jira, Google Suite, and CRM applications preferable
Benefits
- Flexible work schedule
- Professional development opportunities
- Equal opportunity employer
- Reasonable accommodation for individuals with disabilities
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