---
title: "Client Onboarding & Support Specialist"
company: WealthArc
category: Customer Success
subcategory: Customer Success
experience_level: Regular
work_mode: onsite
location: Warszawa
employment_type: B2B
salary_min: 9500
salary_max: 13700
salary_currency: PLN
salary_period: month
technologies: [MS Excel, Komunikacja, Dokładność, Instrumenty finansowe, Bazy danych, API, SFTP, CSV, Dokumentacja]
posted: 2026-10-07
valid_through: 2026-11-07
url: "https://solid.jobs/offer/38936/wealtharc-client-onboarding-support-specialist"
---

# Client Onboarding & Support Specialist — WealthArc

## Kluczowe informacje

- **Firma:** WealthArc
- **Lokalizacja:** Krakowskie Przedmieście 13, Warszawa
- **Tryb pracy:** Stacjonarnie
- **Wynagrodzenie:** 9.5k–13.7k PLN netto/m (B2B)
- **Forma zatrudnienia:** B2B
- **Wymiar etatu:** 100%
- **Godziny pracy:** Elastyczne godziny pracy
- **Poziom doświadczenia:** Regular
- **Minimalne doświadczenie:** 1 mies.
- **Kategoria:** Customer Success
- **Specjalizacja:** Customer Success
- **Data publikacji:** 2026-10-07
- **Aktywne do:** 2026-11-07

## Technologie i umiejętności

**Wymagane:**

- MS Excel — zaawansowany
- Komunikacja — zaawansowany
- Dokładność — zaawansowany
- Instrumenty finansowe — podstawowy
- Bazy danych — podstawowy
- API — podstawowy
- SFTP — podstawowy
- CSV — podstawowy
- Dokumentacja — podstawowy

## Języki

- Polski — ekspert
- Angielski — ekspert

## Opis stanowiska

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

## Kogo szukamy

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+)

## Benefity

**Zdrowie:**

- Pakiet medyczny
- Pakiet sportowy

**Kuchnia:**

- Obiady

## Lokalizacje

- Krakowskie Przedmieście 13, Warszawa, Polska

## O firmie — WealthArc

**Wielkość firmy:** 10-50

**Strona WWW:** https://wealtharc.com

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.

## Aplikuj

Aplikuj na: https://wealtharc.peopleforce.io/careers/v/242270-client-onboarding-support-specialist/a/new?utm_source=SOLID.Jobs&utm_medium=referral

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*Źródło: https://solid.jobs/offer/38936/wealtharc-client-onboarding-support-specialist · Wygenerowano: 2026-10-07T15:57:32Z*