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Requirements and responsibilities
Who We AreAddepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The RoleAs part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization.Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.Important: The working schedule for this role is from 6:30 PM to 3:30 AM IST, U.S. business days. What You’ll DoManage 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 emailsProvide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feedsProvision received accounts to the appropriate Addepar environmentsWork closely with data providers to triage and address account onboarding requests and issuesComplete custodian specific setup and feed connectivity workflowsAssist with maintaining accurate account onboarding instructions and related resourcesPartner with Sales, Solutions Architects, and other internal Data teams to drive positive client experiencesCollaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiencyWho You Are3+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sectorOutstanding communication & interpersonal skills with excellent attention to detailFluency in Spanish is preferred and considered a plus for this roleA strong technical knack with an interest in leveraging modern AI productivity tools (e.g., Claude, ChatGPT) to enhance workflow efficiency and problem-solvingAbility to think critically and effectively balance multiple projects and processes simultaneouslyTrack record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomesProactive and diligent in documenting team processes and finding opportunities to improve team workflowsFamiliarity with using Salesforce, Jira, Google Suite, and CRM applications preferableOur 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 ta-operations@addepar.com.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)