Client Onboarding Analyst
Data
Client Onboarding Analyst
WealthArc
Warszawa
Type of work
Undetermined
Experience
Junior
Employment Type
B2B
Operating mode
Office
Tech stack
English
Polish
MS Excel
SQL
German
Job description
WEALTHARC is a FinTech start-up on trajectory to shape the future of global wealth management. "Wealth Briefing" recently named us the most innovative client and fintech solution for wealth management in Europe. Currently we have offices in Warsaw and Zurich. We're partnering with private banks, financial advisors, family offices to help innovators leverage latest technologies.
You will fit the culture of our start-up if you look for ownership, impact, unleashing creativity and believe technology drives change.
We’re currently looking for a Client Onboarding Analyst, who:
- Will own entire onboarding process for our new clients (Swiss wealth managers)
- Will track onboarding process efficiency and proactively suggest ways of improving it
- Will effectively communicate with clients, external partners (Swiss and international banks) and internal stakeholders
Requirements:
- Is goal-oriented and thrives in fast-paced environment
- Has strong analytical and organisational skills
- Has basic understanding of financial products and financial markets (equities, bonds, ETFs, FX options)
- Knows MS Excel and the basics of SQL
- Can pick up new things quickly but still pays attention to details
- Is fluent in English. Knowledge of German or French will be an additional asset
We offer:
- Great working atmosphere
- Challenging work with exposure to cutting edge technologies dedicated for financial sector
- Work ethic based on collaboration and innovative approach to problem solving
- Opportunity to participate in Tech Talks, training sessions and conferences
- Opportunity to learn and grow working with a great team of developers