Client Onboarding Specialist
Client Onboarding Specialist
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Job Description
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries Addepars platform aggregates portfolio market and client data for over $7 trillion in assets. Addepars open platform integrates with more than 100 software data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley New York City Salt Lake City Chicago London Edinburgh Pune and Dubai.
The Role
As part of the broader Data organisation the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This roles primary responsibilities is assisting clients with authorisation requirements for available data feeds permission account data to authorised Addepar instances and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepars activity and require daily engagement with customers data providers and personnel across the organisation.
What Youll Do
- Manage the alternatives data onboarding process for new and existing Addepar clients which includes but is not limited to:
- Guide Clients Through Template Completion: Provide clear guidance and support to clients in accurately completing necessary onboarding templates.
- Manage LOA Generation and Signing: Oversee the Letter of Authorization (LOA) process including generation client follow-up for signatures and ensuring timely completion.
- Drive Asset Manager Outreach: Proactively engage with Asset Managers to facilitate data connectivity and resolve onboarding queries.
- Coordinate Credential Management: Establish and securely store client credentials within LastPass ensuring adherence to security protocols.
- Facilitate ADM Connections: Coordinate the setup and connectivity for Addepar Data Management (ADM) integrations.
- Maintain Workflow Tracking: Ensure accurate and up-to-date tracking of all onboarding workflows within our dashboards.
- Update Salesforce and Track Milestones: Maintain accurate client information and track key onboarding milestones within Salesforce.
Who You Are
- Several years of work experience in the financial advisory or FinTech industries preferably in a client onboarding or alternatives data function.
- Experience in client onboarding or a related operational role within the financial services or technology sector.
- Strong organisational skills and attention to detail with the ability to manage multiple tasks simultaneously.
- Excellent communication and follow-up skills to effectively interact with clients and internal teams.
- Proficiency in using operational dashboards CRM systems and password management tools.
- Ability to identify process improvements and contribute to enhancing operational efficiency.
- A proactive approach to problem-solving and a commitment to delivering a positive client experience.
Our Values
- Act Like an Owner - Think and operate with intention purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.
In addition to our core values Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas experiences skill sets perspectives backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process to perform essential job functions and to receive other benefits and privileges of employment. Please contact us to request accommodation.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email text and social media. The imposters are creating misleading email accounts conducting remote interviews and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions please reach out to .
Required Experience:
Unclear Seniority
Employment Type
Full Time
