At a Glance
- Tasks: Help clients connect their financial accounts to Addepar and manage onboarding processes.
- Company: Addepar is a global tech firm empowering investment professionals with data-driven insights.
- Benefits: Enjoy a flexible work environment and opportunities for professional growth.
- Other info: Addepar promotes diversity and inclusion, ensuring a welcoming workplace for all.
- Why this job: Join a dynamic team that values innovation and client success in the FinTech space.
- Qualifications: Experience in financial services or FinTech, strong organisational skills, and excellent communication.
The predicted salary is between 28800 - 43200 £ per year.
Client Onboarding Specialist Client Onboarding Specialist
Who We Are
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users have entrusted Addepar to empower smarter investment decisions and better advice over the last decade. With client presence in more than 50 countries, Addepar\'s platform aggregates portfolio, market and client data for over $7 trillion in assets. Addepar\'s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms and use cases. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Edinburgh, Pune, and Dubai.
The Role
As part of the broader Data organisation, 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 assisting clients with authorisation requirements for available data feeds, permission account data to authorised 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 organisation.
What You\'ll Do
- 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.
- Several 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 organisational 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.
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.
PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote \"interviews,\" and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to TAinfo@addepar.com.
Boost your career
Find thousands of job opportunities by signing up to eFinancialCareers today. #J-18808-LjbffrClient Onboarding Specialist | Edinburgh, UK employer: Addepar
Addepar is an exceptional employer located in the vibrant city of Edinburgh, offering a dynamic work culture that prioritises collaboration and innovation. Employees benefit from a flexible work environment, opportunities for professional growth, and a commitment to diversity and inclusion, making it an ideal place for those looking to make a meaningful impact in the financial technology sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Onboarding Specialist | Edinburgh, UK
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Addepar. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Addepar.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Addepar. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Onboarding Specialist | Edinburgh, UK
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Addepar and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Addepar how you can be a team player!
How to prepare for a job interview at Addepar
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Addepar.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Addepar's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
