01 Zakres zadań

Client onboarding (main focus, about 70%):

Prepare and join kick-off meetings and help build each client's onboarding plan
Set up new clients on the WealthArc platform: tenant creation, user access, logo upload and Asset Tree configuration
Run PMS onboarding: CRM migration, portfolio metadata upload and fee / invoicing templates
Run Viewer onboarding and configure access for the client's users
Check that client data looks complete and correct before go-live, together with the Data Team
Send the weekly onboarding status summary to each client in onboarding
Guide clients through testing, go-live and the handover to Customer Success
Keep onboarding checklists and client documentation up to date

Customer Success and client support (backup, about 30%):

Act as backup for Customer Success when colleagues are absent or workload peaks
Answer client questions by email and in the support tool: how-tos, access issues, data questions
Triage issues and route technical or data problems to the right team with a clear description
Help write and improve help articles and internal guides based on recurring questions

02 Wymagania

9 must-have · 2 języki

Must-have

MS Excel

Zaawansowany

Komunikacja

Zaawansowany

Dokładność

Zaawansowany

Instrumenty finansowe

Podstawowy

SFTP

Podstawowy

CSV

Podstawowy

Dokumentacja

Podstawowy

Wymagane języki

Polski

Ekspert

Angielski

Ekspert

03 Profil

Key requirements:

1–3 years of relevant experience in financial services, fintech, wealth or asset management, or B2B SaaS (implementation, onboarding, operations, client support, or analyst roles)
A degree in finance, economics, business informatics, IT or a related field, or equivalent practical experience
Comfortable working with structured data in Excel and CSV, including lookups, pivot tables, and identifying inconsistencies
Understanding of the role of databases, APIs, and file transfers such as SFTP
Basic knowledge of financial instruments and portfolios: securities, asset classes, positions and transactions
A structured and detail-oriented approach: methodical work, following processes, documenting your work
Strong communication skills and ability to explain technical concepts in clear, simple terms
Professional proficiency in English (spoken and written) and Polish

Nice to have:

Experience with a portfolio management system (PMS), wealth reporting or custodian / bank data
Basic SQL or experience with data or BI tools
Experience with ticketing or CRM tools
German or French at working level (B1+)

04 Oferujemy

Pakiet medyczny

Pakiet sportowy

Obiady

05 O firmie

WealthArc

10-50 · Warszawa

WealthArc Data Box

WealthArc Data Box is a next-generation global data feed grid that connects you to your most important custodians and data sources, automatically aggregating your investment data, cleaning, reconciling, and validating it through an advanced API framework to ensure the highest quality. The result is trusted data delivered seamlessly to your AI systems and any wealth-tech or fintech applications, giving you access to reliable portfolio data worldwide and empowering you to make wiser, faster, and better decisions.

WealthArc PMS

WealthArc PMS is an intuitive portfolio management application that enables wealth managers, asset managers, and family offices to manage their wealth, reduce costs, and streamline all processes — from front to back office — within one centralized, cloud-native, and user-friendly platform.

Zobacz ogłoszenia Strona www