Client Onboarding & Support Specialist

Czym będziesz się zajmować?

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

• 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

• 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

• 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+)

• MS Excel
• Komunikacja
• Dokładność

• Instrumenty finansowe
• Bazy danych
• API
• SFTP
• CSV
• Dokumentacja

• Polski
• Angielski

• 9.5k–13.7k PLN netto/m (B2B)
• 9.5k–13.7k PLN brutto/m (Umowa zlecenie)
• B2B - Elastyczne godziny pracy (100%)
• Praca zdalna: Brak
• Pakiet medyczny, Pakiet sportowy
• Obiady

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.