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Addepar

Data Client Onboarding Specialist

Addepar · Poland

Posted about 3 months ago

or apply directly on Addepar's site. We never take the application ourselves.

Is this posting real?

This role has been open
80 days
Addepar's roles stay open a median of 80 days
Reposted
No
Salary listed
No
43% of Addepar's roles list one
Ghost-job risk at Addepar
high
116 stale, 7 reposted of 117 open
Hiring momentum
175 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-22

Measured from postings appearing on and disappearing from Addepar's own greenhouse board since 2026-08-03. Full hiring picture for Addepar.

About this role

As a Data Client Onboarding Specialist at Addepar, you will manage the onboarding process for new clients, ensuring they can connect their accounts from various financial institutions to the platform. Your day-to-day tasks will include communicating with clients about the onboarding workflow, providing guidance on authorization requirements, and collaborating with internal teams to enhance the onboarding experience.

Our read on this posting2.0out of 5
benefits
1/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Addepar as an employer.

What you need

  • A few years of experience in client-facing roles, specializing in Client Onboarding and Success within the FinTech and financial advisory sector
  • Outstanding communication & interpersonal skills with excellent attention to detail
  • Exceptional verbal and written communication skills, including fluency in English
  • A strong technical aptitude and a proactive interest in utilizing emerging AI-driven tools to optimize workflow efficiency
  • Ability to think critically and effectively balance multiple projects and processes simultaneously
  • Track record of demonstrating self-motivation and a strong team-player mentality

Nice to have

  • Fluency in French, German and/or Italian is a plus
  • Familiarity with using Salesforce, Databricks, Jira, Google Suite, and CRM applications preferable

What you get

  • Base salary range of 140,000 zł — 168,000 zł PLN
  • Compensation for this role includes base salary

Worth weighing

  • No specific benefits listed beyond salary
  • Visa sponsorship is not available for this position
  • The role requires a proactive approach to problem-solving and documentation
  • The position may involve managing multiple projects simultaneously

Summarised from Addepar's posting. Read the full original.

Listed by Addepar on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.

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