---
title: 'Data Client Onboarding Specialist at Addepar'
canonical: 'https://feeny.ai/job/data-client-onboarding-specialist-addepar-poland-eq9jsebpk04k'
type: 'job'
last_seen: '2026-09-06'
---

# Data Client Onboarding Specialist at Addepar

- **Company:** Addepar
- **Location:** Poland
- **Work type:** remote
- **Posted:** 2026-07-10
- **Last confirmed live:** 2026-09-06
- **Apply:** https://job-boards.greenhouse.io/addepar1/jobs/8628406002

## Job description

## Who We Are

Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo.

## The Role

As part of the broader Data organization, the Data Onboarding team ensures clients have a seamless experience connecting their accounts from various financial institutions to Addepar. This role’s primary responsibilities is to assist clients with authorisation requirements for available data feeds, permission account data to authorized Addepar instances, and addressing all feed onboarding related inquiries and requests within SLAs. Client Data Onboarding Specialists sit at the nexus of Addepar's activity and require daily engagement with customers, data providers, and personnel across the organization.

Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions.

The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Warsaw. The current range for this role is 140,000 - 168,000 złoty (base salary) .

Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

Applicants must have legal authorization to work in the country where this role is based on the first day of employment. Visa sponsorship is not available for this position.

## What You’ll Do

- Manage the data feed onboarding process for new Addepar clients, which includes but is not limited to:
- Communicate and explain the data onboarding workflow to clients over calls and emails
- Provide guidance and training to clients on account eligibility and authorisation requirements (e.g LOA forms) for existing and new portfolio data feeds
- Provision received accounts to the appropriate Addepar environments
- Work closely with data providers to triage and address account onboarding requests and issues
- Complete custodian specific setup and feed connectivity workflows
- Assist with maintaining accurate account onboarding instructions and related resources
- Partner with Sales, Solutions Architects, and other internal Data teams to drive positive client experiences
- Collaborate with Product and Engineering to implement process and tooling enhancements that improve onboarding UX and increase operational workflow efficiency

## Who You Are

- 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. Fluency in French, German and/or Italian is a plus
- A strong technical aptitude and a proactive interest in utilizing emerging AI-driven tools to optimize workflow efficiency and enhance problem-solving capabilities.
- Ability to think critically and effectively balance multiple projects and processes simultaneously
- Track record of demonstrating self-motivation to take on responsibility, a strong team-player mentality, and passion for delivering client-centric outcomes
- Proactive and diligent in documenting team processes and finding opportunities to improve team workflows
- Familiarity with using Salesforce, Databricks, Jira, Google Suite, and CRM applications preferable

## Our Values

- Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes.
- Build Together - Collaborate to unlock the best solutions. Deliver lasting value.
- Champion Our Clients - Exceed client expectations. Our clients’ success is our success.
- Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry.
- Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset.

In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to ta-operations@addepar.com.

## About Addepar

## Company Overview
- **One-liner**: Addepar is a global data and AI company that provides a platform for financial professionals to aggregate, analyze, and manage complex investment portfolios.
- **Entity Type**: Private
- **Headquarters**: New York, New York, United States
- **Founded**: 2009
- **Founders**: Joe Lonsdale

## Core Business
- **Primary industry**: Financial Technology (FinTech) / Data & AI for Wealth and Asset Management
- **Target customers**: B2B, serving financial professionals including wealth managers, family offices, asset managers, and financial institutions (1,400+ clients globally)
- **Mission or purpose statement**: To create a more transparent financial system, enabling everyone to understand the assets they own, where they’re invested, and how they’re performing at any given moment. [addepar.com](https://addepar.com/about)

## Products & Services
- **Addepar Platform**: A data and AI engine that powers investment decisions, unlocks operational efficiency, and enables strategic scaling. It aggregates and normalizes data across a wide asset universe.
- **Addepar Data Exchange (ADX)**: A managed data environment that connects clients to their data ecosystem, unifying, governing, and activating data across the enterprise to power advanced analytics, AI workflows, and trusted portfolio insights. [addepar.com](https://addepar.com/)

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company).
- **Key Metric**: Powers more than $9 trillion in assets across 1,400+ clients in 60+ countries. [addepar.com](https://addepar.com/about)
- **Notable Investors/Partners**: Key leadership includes Joe Lonsdale (Founder and Chairman of the Board), Eric Poirier (CEO), and Peter O'Brien (Founder and Chairman of the Board). Board members include Juan Sabater and Jamie Hildreth. [addepar.com](https://addepar.com/about)
- **Growth Signals**: Celebrated 15 years of growth and success. Opened a new state-of-the-art office in Pune, India, housing cross-functional teams including global R&D and operations, signaling strategic international expansion. [addepar.com](https://addepar.com/careers) Active job postings: 131 as of latest data. [Greenhouse](https://job-boards.greenhouse.io/addepar1)

## Competitive Advantages
- **Massive Scale & Data Moat**: Managing over $9 trillion in assets provides an unparalleled data network effect, making the platform stickier and more valuable as more clients join.
- **Industry Leadership & Longevity**: Founded in 2009, Addepar is a well-established, trusted leader at the intersection of AI and finance.
- **Platform Ecosystem**: The ADX creates a unique, integrated data environment that differentiates it from point-solution competitors.
- **Award-Winning Culture**: Recognized as a Built In Best Place to Work in 2024. [addepar.com](https://addepar.com/careers)

## Strategic Focus
- **AI-First**: The company is heavily investing in AI and agents, as evidenced by dedicated AI roles (e.g., Software Engineer, Fullstack – AI Platform; Sr. Software Engineer - AI/ML; Head of Product and Solutions Marketing - AI and Agents). [Greenhouse](https://job-boards.greenhouse.io/addepar1)
- **Global Expansion**: Growing its presence in key markets like India (Pune), Poland, and the UK (Edinburgh).
- **Platform Innovation**: Continuously enhancing its data platform (ADX) and core portfolio analytics to drive operational efficiency for clients.

## Why Work Here
- **Culture & Values**: Emphasizes "The Addepar Way" with core values: Data is our Compass, Build Together, Champion Our Clients, Drive Innovation, Embrace Learning, and Act Like an Owner. [addepar.com](https://addepar.com/careers)
- **Work Policy**: Global hybrid workforce, with offices in New York, Salt Lake City, Pune (India), Edinburgh (UK), and Poland. Roles are available as on-site, hybrid, or remote depending on the position. [addepar.com](https://addepar.com/careers)
- **Benefits**: Competitive medical, dental, and vision benefits; a monthly wellness allowance; and Flexible Time Off (FTO). [addepar.com](https://addepar.com/careers)
- **Learning & Development**: Access to several professional development tools. [addepar.com](https://addepar.com/careers)
- **Engineering Culture**: Strong investment in top talent at the intersection of technology and finance, with a focus on building a dynamic team. [addepar.com](https://addepar.com/careers)
- **Recruitment Fraud Warning**: Addepar warns candidates about recruitment fraud and notes they will never ask for payments or purchases during the hiring process. [addepar.com](https://addepar.com/careers)

## Sources
1. [addepar.com - Careers](https://addepar.com/careers)
2. [addepar.com - Home](https://addepar.com/)
3. [addepar.com - About](https://addepar.com/about)
4. [Greenhouse - Jobs at Addepar](https://job-boards.greenhouse.io/addepar1)
5. [LinkedIn - Addepar](https://www.linkedin.com/company/addepar)

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