Addepar

Data Onboarding Specialist

Addepar

full-time

Posted on:

Location Type: Remote

Location: India

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About the role

  • 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

  • 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
  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data onboardingclient onboardingdata connectivitycredential managementworkflow trackingprocess improvementmachine learningoperational efficiency
Soft Skills
organizational skillsattention to detailcommunication skillsproblem-solvingclient experience