Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead client data onboarding, ensuring smooth connections to data sources and clear communication.
- Company: Dynamic company focused on innovative data solutions and client success.
- Benefits: Flexible working hours, competitive pay, and opportunities for professional growth.
- Why this job: Be the key link between clients and data, making a real impact in their experience.
- Qualifications: Strong communication skills and a knack for project coordination.
- Other info: Fast-paced environment with diverse challenges and opportunities for improvement.
The predicted salary is between 36000 - 60000 £ per year.
The Client Data Onboarding Specialist plays a vital role in ensuring clients are successfully connected to the data sources required for our products and services. This role serves as the primary bridge between clients, data sources, and internal technical teams to determine what data is needed, where it comes from, and when it must flow into our systems.
You will lead the data onboarding workflow end-to-end—coordinating requirements, managing communication, setting expectations, and providing transparent updates via email and the client dashboard. This role is ideal for someone who thrives at the intersection of communication, coordination, and data operations, and who enjoys building strong relationships while driving clear outcomes.
Responsibilities- Act as the primary point of contact for clients during the data onboarding process.
- Partner directly with clients to understand required data elements, delivery cadence, and key business needs.
- Work with data sources (e.g., custodians, fund administrators, third-party providers) to communicate specifications and ensure required data is added to our inbound feed.
- Translate client data requirements into structured onboarding plans.
- Coordinate with internal technical and data teams to validate data mapping, ingestion, and feed configuration.
- Monitor onboarding progress and proactively identify and resolve blockers.
- Provide clear, timely status updates through email, scheduled calls, and the client dashboard.
- Set and manage expectations around data availability, timelines, limitations, and dependencies.
- Ensure all documentation and setup details are accurate, complete, and aligned across client, source, and internal teams.
- Validate completeness and quality of initial test feeds with internal teams and clients.
- Maintain accurate tracking of onboarding milestones and deliverables.
- Identify opportunities to improve workflows, reduce friction, and enhance client experience.
- Exceptional communication skills (written and verbal), with the ability to simplify complex data concepts.
- Strong relationship management skills with clients and third-party data providers.
- Effective project coordination skills with the ability to manage multiple onboarding processes simultaneously.
- Detail oriented, structured, and committed to documentation accuracy.
- Problem-solving mindset, comfortable navigating ambiguity with a calm, solutions-focused approach.
- Ability to work cross-functionally with technical, product, and data engineering teams.
- Enjoys direct client interaction and acts as a trusted partner.
- Curious about how data flows and how processes can be improved.
- Takes ownership, follows through, and communicates proactively.
- Thrives in a fast-moving environment where no two onboarding processes are identical.
- Clients & Data Providers
- Data Services & Engineering
- Operations, Support, and Quality Assurance
Client Data Onboarding Specialist employer: Gresham
Contact Detail:
Gresham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Data Onboarding Specialist
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to data onboarding. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise when discussing your experience. Remember, you’re not just talking about data; you’re also demonstrating how you can build relationships.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. And hey, if you’re keen on this position, apply through our website for a smoother process!
We think you need these skills to ace Client Data Onboarding Specialist
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Client Data Onboarding Specialist role. Highlight your communication skills and experience in data operations, as these are key to the position. We want to see how you can bridge the gap between clients and data sources!
Showcase Your Problem-Solving Skills: In your application, share examples of how you've tackled challenges in previous roles. We love candidates who can navigate ambiguity and come up with solutions, so don’t hold back on those stories!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to explain your experiences and how they relate to the job. Remember, we appreciate transparency and clarity just as much as you do!
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Gresham
✨Know Your Data
Familiarise yourself with the types of data sources relevant to the role. Understand how data flows from clients to systems and be ready to discuss specific examples of data onboarding processes you've encountered in the past.
✨Master Communication Skills
Since this role heavily relies on communication, practice articulating complex data concepts in simple terms. Prepare to demonstrate your ability to manage client expectations and provide clear updates during the interview.
✨Showcase Your Problem-Solving Mindset
Be prepared to discuss scenarios where you faced challenges during onboarding processes. Highlight how you identified blockers and implemented solutions, showcasing your calm and structured approach to problem-solving.
✨Demonstrate Relationship Management
Think of examples where you successfully built relationships with clients or third-party providers. Emphasise your ability to partner effectively and maintain strong communication throughout the onboarding process.
