Data Client Onboarding Specialist

Addepar; Warszawa; On-site; PLN 140,000 - 168,000; Full time

Job summary

Addepar is seeking a Data Onboarding Specialist in Warsaw to guide clients through data feed onboarding and account authorization. You will explain onboarding workflows, train clients on eligibility, and provision accounts across Addepar environments.

Engage with data providers to address requests and work with internal teams to improve onboarding UX. The role emphasizes strong English communication, technical aptitude, and a proactive approach to documenting processes and driving client-centric

Qualifications

• A few years of experience in client-facing roles within FinTech or financial services.
• Outstanding communication and interpersonal skills with strong attention to detail.
• Fluency in English; knowledge of French, German or Italian is a plus.
• Strong technical aptitude and interest in AI-powered tools to improve workflows.
• Ability to manage multiple projects simultaneously with a proactive mindset.

Responsibilities

• Manage the data feed onboarding process for new Addepar clients.
• Explain the onboarding workflow to clients by calls and emails.
• Provide guidance on account eligibility and authorization requirements (LOA) for data feeds.
• Provision received accounts to the appropriate Addepar environments.
• Coordinate with data providers to triage onboarding requests and issues.
• Complete custodian setup and feed connectivity workflows.
• Maintain onboarding instructions and related resources.
• Partner with Sales, Solutions Architects, and other Data teams to drive positive client experiences.
• Collaborate with Product and Engineering to implement process improvements and tooling enhancements.

Skills

Client onboarding

Communication

English fluency

Technical aptitude

Project management

Documentation

Team player

Tools

Salesforce

Databricks

Jira

Google Suite

CRM systems

Job description

Who We Are

Addepar 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, Singapore and São Paulo.

Who We Are

Addepar 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, Singapore and São Paulo.

The Role

As 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.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Warsaw. The current range for this role is 140,000 - 168,000 złoty (base salary) .

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.

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

What You’ll Do

• 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 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

Who You Are

• A few 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
• Exceptional verbal and written communication skills, including fluency in English. Fluency in French, German and/or Italian is a plus
• A strong technical aptitude and a proactive interest in utilizing emerging AI-driven tools to optimize workflow efficiency and enhance problem-solving capabilities.
• 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, Databricks, Jira, Google Suite, and CRM applications preferable

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.