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Client Implementation Specialist
| Company | Arch |
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| Location | New York, NY, USA |
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| Salary | $85000 – $110000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Junior, Mid Level |
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Requirements
- 2+ years of experience in project management or managing high net worth clients
- Strong problem-solving abilities and attention to detail
- Exceptional communication and interpersonal skills
- Ability to work collaboratively in a fast-paced, dynamic environment
Responsibilities
- Develop personalized onboarding plans that outline specific steps and milestones, then ensure those plans are adhered to
- Work with clients to organize and onboard investment information, maintaining consistent communication every step of the way
- Communicate with fund managers on behalf of clients to receive and reconcile investment and account information
- Process and monitor account information, including updates from clients and funds
- Monitor client accounts for data quality issues and promptly address any discrepancies
- Provide training to end user groups to ensure deep product understanding and adoption
- Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction
- Build rapport with clients and ensure a white glove onboarding experience
- Maintain comprehensive client records and notes in our CRM system
Preferred Qualifications
- Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field
- Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s
- Know SQL or want to learn
- Have taken finance or accounting courses
