Client Data Onboarding Specialist

What You’ll Do

• Manage the data feed onboarding process for new Addepar clients, with a dedicated focus on complex institutional accounts.
• Communicate and explain complex data onboarding workflows directly to institutional clients over calls and emails in both English and Spanish.
• Provide expert guidance and training to institutional clients on account eligibility and authorization requirements (e.g., LOA forms) for existing and new portfolio data feeds.
• Provision received accounts to the appropriate Addepar environments.
• Work closely with tier-1 data providers and custodians to triage and address complex account onboarding requests and issues.
• Complete custodian-specific setup and feed connectivity workflows.
• Partner with Sales, Solutions Architects, and other internal Data teams to drive positive, high-touch client experiences.
• Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency.
• Assist with maintaining accurate, bilingual account onboarding instructions and related resources.

Who You Are

• 5+ years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector.
• Proven track record of working directly with institutional clients, managing complex stakeholder relationships, and navigating corporate financial structures.
• Professional proficiency or fluency in Spanish is required. Comfortable conducting technical business calls and writing clear client correspondence in both English and Spanish.
• Outstanding communication & interpersonal skills with excellent attention to detail.
• 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 complex institutional 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 is preferable.