Client Onboarding Specialist

WealthArc   is the fastest-growing platform for independent asset managers in Switzerland. Built on the latest technologies, it is the first WealthTech solution offered in Software-As-A-Services model, with the goal to become the future data hub for wealth management and private banking.

 

We are looking for an exceptional professional to join our dynamic team in Warsaw as Client Onboarding Specialist. In this role you will help us to speed up technical onboarding and focus on end-user satisfaction. We offer a work in unique start-up culture, in which creativity, passion, and independence are not just welcomed but required.

 

Your responsibilities:

  • Execute Onboarding project plans, based on customer needs, resources, and timelines.
  • Perform remote install, configuration
  • Ensure that the Onboarding process is moving efficiently throughout, and tracking progress of each project within JIRA, TeamGantt and Pipedrive
  • Ensure customer success and satisfaction in a friendly and kind manner.
  • Update and maintain Onboarding Client information
  • Keep clients informed on how their transition is coming along every step of the way
  • Collaborate with other departments to resolve any onboarding related issues
  • Lead data migration projects
  • Conduct user remote user trainings

 

We are looking forward to hearing from you, if you have:

  • Previous client onboarding experience – preferrably in the financial industry
  • Understanding of technical designs, database structures, and specifications, with an ability to transform abstract customer needs into system solutions (a must-have)
  • Working knowledge of Excel, SQL
  • Strong logical, analytical, and reasoning abilities
  • Very good communication skills in English

 

It’ would be an asset, if you:

  • Have knowledge about financial markets and investment process
  • Speak German or French languages

 

We offer:

  • Great working atmosphere with start-up pace and flavor of innovation
  • Challenging work with exposure to cutting edge technologies dedicated for financial sector.
  • Work ethic based on collaboration and innovative approach to problem solving
  • Opportunity to participate in Tech Talks, training sessions and conferences
  • Growth in line with rapid scaling of the company
  • Flat reporting lines, as much responsibility as you’re able to handle
  • Being surrounded with like-minded individuals

 

Please apply with your full CV at career@wealtharc.com

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