Data Onboarding Specialist

Addepar

Data Onboarding Specialist managing client onboarding processes to connect accounts at Addepar. Supporting data feeds and addressing onboarding inquiries to enhance client experience.

Posted 4/14/2026full-timeRemote • 🇮🇳 IndiaMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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
Working with AI initiatives: Drive the use of machine learning to reduce manual data entry and increase the productivity of our end-to-end project lifecycle

Requirements

What you’ll need

3+ 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 organizational 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.

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data onboardingclient onboardingdata connectivitycredential managementworkflow trackingprocess improvementmachine learningoperational efficiency

Soft Skills

organizational skillsattention to detailcommunication skillsproblem-solvingclient experience