Client Service Activation Analyst

Asora; Dublin; Hybrid; EUR 42,000 - 65,000; Full time

Job summary

Asora is seeking a Client Service Activation Analyst to lead onboarding and activation, configure client accounts, and provide training for new platform users. You will collaborate with product and engineering to relay client feedback and maintain detailed configuration records.

The role focuses on delivering a smooth client journey, resolving onboarding issues, and ensuring successful transitions onto the platform for new clients.

Qualifications

• Experience in client services, onboarding, or implementation roles.
• Strong understanding of financial data and wealth management concepts.
• Excellent communication and relationship-building skills.
• Detail-oriented with strong organisational skills.
• Comfortable working with technical platforms and data tools.
• Experience in fintech or family office sector is a plus.

Responsibilities

• Lead client onboarding and activation processes end-to-end
• Configure client accounts, data feeds, and reporting structures
• Provide training and documentation to new platform users
• Troubleshoot and resolve client issues during onboarding
• Collaborate with product and engineering to communicate client feedback
• Maintain detailed records of client configurations and requirements

Skills

Client services

Onboarding

Implementation

Financial data

Wealth management

Communication

Relationship building

Attention to detail

Organisational skills

Technical platforms

Data tools

Fintech experience

Job description

As a Client Service Activation Analyst at Asora, you will be responsible for onboarding new clients, ensuring a smooth transition onto the platform, and supporting clients throughout their activation journey. You will work closely with the product and engineering teams to deliver an exceptional client experience.

Responsibilities

• Lead client onboarding and activation processes end-to-end
• Configure client accounts, data feeds, and reporting structures
• Provide training and documentation to new platform users
• Troubleshoot and resolve client issues during onboarding
• Collaborate with product and engineering to communicate client feedback
• Maintain detailed records of client configurations and requirements

Requirements

• Experience in client services, onboarding, or implementation roles
• Strong understanding of financial data and wealth management concepts
• Excellent communication and relationship-building skills
• Detail-oriented with strong organisational skills
• Comfortable working with technical platforms and data tools
• Experience in fintech or family office sector is a plus