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- 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.
- 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.
- Other info: Addepar promotes diversity and inclusion, ensuring a welcoming workplace for all.
The predicted salary is between 28800 - 43200 £ per year.
Client Onboarding Specialist
Addepar Edinburgh, United Kingdom Apply now Posted 18 hours ago Permanent Competitive
Client Onboarding Specialist
Addepar Edinburgh, United Kingdom Apply now
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.
Who You Are
- 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.
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Client Onboarding Specialist | Edinburgh, UK employer: Addepar
Contact Detail:
Addepar Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Onboarding Specialist | Edinburgh, UK
✨Tip Number 1
Familiarise yourself with Addepar's platform and services. Understanding how their data onboarding process works will give you an edge during interviews, as you'll be able to speak knowledgeably about the role and its responsibilities.
✨Tip Number 2
Network with current or former employees of Addepar on platforms like LinkedIn. Engaging with them can provide insights into the company culture and the specifics of the Client Onboarding Specialist role, which can help you tailor your approach.
✨Tip Number 3
Prepare to discuss your experience in client onboarding and operational roles within the financial services sector. Be ready to share specific examples of how you've improved processes or enhanced client experiences in previous positions.
✨Tip Number 4
Demonstrate your problem-solving skills during the interview. Think of scenarios where you've had to troubleshoot issues or streamline processes, as this aligns with the proactive approach Addepar values in their Client Onboarding Specialists.
We think you need these skills to ace Client Onboarding Specialist | Edinburgh, UK
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Onboarding Specialist at Addepar. Highlight your relevant experience in client onboarding or financial services in your application.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the job description. Emphasise your organisational skills, attention to detail, and any experience with CRM systems or operational dashboards.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how you've successfully managed client onboarding processes or improved operational efficiency in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for any spelling or grammatical errors, and ensure that all information is accurate and clearly presented.
How to prepare for a job interview at Addepar
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Client Onboarding Specialist. Familiarise yourself with the onboarding process, especially regarding data feeds and client interactions. This will help you answer questions confidently and demonstrate your knowledge.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to showcase your communication skills. Practice explaining complex concepts in simple terms, as you'll need to guide clients through template completion and other processes.
✨Highlight Your Organisational Skills
The job requires strong organisational skills and attention to detail. Be ready to discuss how you've managed multiple tasks in previous roles and any tools or methods you use to stay organised, such as CRM systems or operational dashboards.
✨Demonstrate Problem-Solving Abilities
Addepar values a proactive approach to problem-solving. Prepare examples from your past experiences where you've identified issues and implemented solutions, particularly in client onboarding or similar operational roles.