Data Onboarding Specialist

As part of the broader Data organization, 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 the process of clients onboarding and authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Support Specialists role sits at the nexus of Addepars activity and require daily engagement with customers, data providers, and personnel across the organization.

• 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

• 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.