Client Onboarding & Support Specialist
Is this the right opportunity for you?
Explore more jobs, compare advertised salaries and see which skills employers want.
Explore this careerSearch for a different role
More Customer Support Specialist jobs →Description
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…
Get similar jobs in Poland by email
We'll email you when new jobs similar to this one appear.
Similar jobs
Explore more Customer Support Specialist jobs in Poland.
Finding similar jobs…
Adzuna