{"id":1738378,"url":"https://alion.io/job/wealtharc-client-onboarding-support-specialist","title":"Client Onboarding & Support Specialist","company":{"id":2947,"name":"WealthArc","domain":"wealtharc.com","url":"https://alion.io/company/wealtharc","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"PeopleForce","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Warsaw, Poland"],"countries":["PL"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":20000,"max_usd":43000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":13},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"AI Agents","optional":false},{"name":"SQL","optional":true}],"status":"live","first_seen_at":"2026-10-03T01:39:07Z","employer_posted_date":"2026-10-03","last_verified_at":"2026-10-15T08:26:57Z","board_verified":true,"closed_at":null,"days_open":12,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":12},"description":"WealthArc is a global financial data infrastructure company. We connect wealth managers, external asset managers, family offices and banks to their custodian data and turn it into clean, usable portfolio information through our platform: Connector, WealthArc Data Box (WDB), WISDOM, Prism and Creator, plus our PMS, Viewer and agentic AI applications.\nAs a Client Onboarding & Support Specialist, you will be the client's guide from contract signature to go-live. You set up new clients on the WealthArc platform - tenant, PMS and Viewer onboarding - and make sure they can work with their data from day one. Alongside onboarding, you are the backup for our Customer Success and client support function.\nThis is a hands-on role with real responsibility: you will learn the platform in depth, work directly with clients around the world, and collaborate closely with our Data Team and Customer Success.\nResponsibilities:\nClient onboarding (main focus, about 70%)\nPrepare and join kick-off meetings and help build each client's onboarding plan.\nSet up new clients on the WealthArc platform: tenant creation, user access, logo upload and Asset Tree configuration.\nRun PMS onboarding: CRM migration, portfolio metadata upload and fee / invoicing templates.\nRun Viewer onboarding and configure access for the client's users.\nCheck that client data looks complete and correct before go-live, together with the Data Team.\nSend the weekly onboarding status summary to each client in onboarding.\nGuide clients through testing, go-live and the handover to Customer Success.\nKeep onboarding checklists and client documentation up to date.\n Customer Success and client support (backup, about 30%)Act as backup for Customer Success when colleagues are absent or workload peaks.\nAnswer client questions by email and in the support tool: how-tos, access issues, data questions.\nTriage issues and route technical or data problems to the right team with a clear description.\nHelp write and improve help articles and internal guides based on recurring questions.\nRequirements:\n1-3 years of relevant experience in financial services, fintech, wealth or asset management, or B2B SaaS. We value experience acrossimplementation, onboarding, operations, client support, or analyst roles.\nA degree in finance, economics, business informatics, IT or a related field, or equivalent practical experience.\nTechnical understanding. You are comfortable working with structured data in Excel and CSV, including lookups, pivot tables, and identifying inconsistencies. You understand the role of databases, APIs, and file transfers such as SFTP, even if you have not worked with them directly.\nBasic knowledge of financial instruments and portfolios: securities, asset classes, positions and transactions.\nA structured and detail-oriented approach. You work methodically, follow processes, document your work, and can spot when data or numbers don’t add up.\nStrong communication skills. You are comfortable working with clients and explaining technical concepts in clear, simple terms.\nProfessional proficiency in English (spoken and written) and Polish.\n Nice to have:Experience with a portfolio management system (PMS), wealth reporting or custodian / bank data.\nBasic SQL or experience with data or BI tools.\nExperience with ticketing or CRM tools.\nGerman or French at working level (B1+).\nWe offer:\nA structured onboarding into the WealthArc platform and the wealth management data landscape.\nDirect exposure to clients and custodians, working with a Swiss-Polish team and short decision paths.\nA clear development path towards onboarding lead, implementation or customer success roles.\nOpportunity to work on innovative, tech-driven projects in the financial sector.\nFlat organizational structure with fast decision-making and minimal bureaucracy.\nAccess to private medical care (Medicover) andMultisport card to support your health and wellbeing.\nStrong team culture with integration events, offsites, and regular team lunches.","description_format":"text","description_chars":4000,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[{"language":"French","level":"All levels","optional":true},{"language":"English","level":"Advanced (C1)","optional":false}]},"benefits":[],"hiring_locations":[{"name":"Poland","iso":"PL","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Financial Software & Embedded Finance"],"lifecycle":[{"event":"open","at":"2026-10-03T01:39:07Z"}],"visa":[],"liveness":{"score":57,"band":"ok","label":"Likely open","p_open":1,"p_active":0.759,"p_room":0.75,"age_days":12,"expected_fill_days":17,"reasons":["conf:1","win:late","comp:junior"],"computed_at":"2026-10-15T05:46:00Z"},"pay":null,"html_url":"https://alion.io/job/wealtharc-client-onboarding-support-specialist","json_url":"https://alion.io/job/wealtharc-client-onboarding-support-specialist.json","meta":{"generated_at":"2026-10-15T10:42:08Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":16215,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2947},"rest":"https://alion.io/mcp/rest/get_company?id=2947"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fwealtharc-client-onboarding-support-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fwealtharc-client-onboarding-support-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fwealtharc-client-onboarding-support-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/wealtharc-client-onboarding-support-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fwealtharc-client-onboarding-support-specialist"}]}