Client Data Onboarding Specialist
Core
Assist institutional clients with authorization requirements for data feeds, manage account data permissions, and address onboarding inquiries within SLAs.
Role type
Client Data Onboarding Specialist (FinTech)
Builds
Data feed connectivity and account provisioning for institutional investment firms
Domain
Financial services / FinTech / Data infrastructure
Deliverable
client delivery
Required skills
Client onboarding management, institutional client relationship management, data feed authorization workflows, account provisioning, stakeholder communication (English/Spanish), process documentation
Preferred skills
Salesforce, Jira, Google Suite, CRM applications, AI-driven tools
Responsibilities
Manage data feed onboarding for complex institutional accounts, communicate workflows to clients in English and Spanish, provide guidance on account eligibility and authorization forms, provision accounts to Addepar environments, triage requests with tier-1 data providers, complete custodian-specific setup workflows, partner with Sales and Engineering to improve onboarding UX
Seniority
Mid-Senior (5+ years experience)