ID oferty: 1848953
Źródło: adzuna
114 000–164 400
Kategoria: IT
Opis: 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…
Utworzono: 08.10.2026 08:11