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Client Data Onboarding Specialist @ Addepar

Salt Lake City, Utah, United StatesRemoteFull TimePosted 5 days ago

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About this role

Client Data Onboarding Specialist at Addepar. Location: Salt Lake City, Utah, United States. Role: managing onboarding, communicating clients, provisioning accounts Requirements: 5+ years client-facing onboarding experience in FinTech/financial advisory, professional Spanish and English, strong communication, technical aptitude, Salesforce/Jira/Google Suite familiarity. Category: Data and Analytics Seniority: Senior Level Tools: Salesforce, Jira, Google Suite Commitment: Full Time Workplace: Remote Languages: English, Spanish

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Client Data Onboarding Specialist at Addepar | ResuMinder Jobs