- Remote
- Full time

Job description
## About the role As a Client Service Activation Analyst at Asora, you will be responsible for onboarding new clients, ensuring a smooth transition onto the platform, and supporting clients throughout their activation journey. You will work closely with the product and engineering teams to deliver an exceptional client experience. ## What you'll do - Lead client onboarding and activation processes end-to-end - Configure client accounts, data feeds, and reporting structures - Provide training and documentation to new platform users - Troubleshoot and resolve client issues during onboarding - Collaborate with product and engineering to communicate client feedback - Maintain detailed records of client configurations and requirements ## What you'll bring - Experience in client services, onboarding, or implementation roles - Strong understanding of financial data and wealth management concepts - Excellent communication and relationship-building skills - Detail-oriented with strong organisational skills - Comfortable working with technical platforms and data tools - Experience in fintech or family office sector is a plus Interested in this role? Send your CV and a brief cover letter to our team. Apply Now Product - Data Aggregation - Performance Monitoring - Accounting - Private Assets - Documents - Workflows - Mobile Family Office Software - For the self-running principal - For the embedded CFO - Single family office software - Multi-family office software - For Gen 1 wealth creators - For Gen 2 inheritors - Family office operations - Choosing a family office advisor Useful Links - Solutions - AI Connector - Family Office Software Guide - Best Family Office Software - Compare - Pricing - Case Studies - Glossary - Family Office Networks - Security - Partners Company - About - Careers - Blog - Newsletter - Contact Us - Schedule Demo Newsletter I agree to receive the Family Office Roundup Newsletter from Asora. Unsubscribe at any time — see our Privacy Policy. Subscribe © 2026 Asora. ISO 27001 Certified. GDPR Compliant. Privacy Policy Terms of Service Cookie settings
Requirements
See the listing for full requirements.
Related jobs
More roles you might like
- Remote
- Full time
- Hybrid
- Full time