Client Implementation Specialist

Our Company

Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunities for manual data entry errors, inconsistent reporting, and lost information. Enter Arch.

Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of fund manager portals.Our purpose is to save investors time while empowering them to make more informed investment decisions, leading to better financial outcomes. 

We are a fast growing, dynamic company serving hundreds of clients, and we are looking to hire in all departments as we scale.

Client Implementation Specialist

We are looking for a Client Implementation Specialist to ensure a smooth and efficient experience for new Arch clients. As a Client Implementation Specialist at Arch, you'll help shape and grow our company as we expand and scale our reach to new customers and users.

Key Responsibilities

Your responsibilities will include:

• Account Onboarding

  • 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.

• Data Collection and Quality

  • Process and monitor account information, including updates from clients and funds.

  • Monitor client accounts for data quality issues and promptly address any discrepancies.

• Education

  • Provide training to end user groups to ensure deep product understanding and adoption.

• Communication and Relationship Building

  • 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.

Skills, Knowledge and Expertise

Reach out to us if you:

• Have 2+ years of experience in project management or managing high net worth clients.

• Possess strong problem-solving abilities and attention to detail.

• Are committed to “over delivering” on deadlines. 

• Possess exceptional communication and interpersonal skills.

• Have the ability to work collaboratively in a fast-paced, dynamic environment.

Bonus points if you:

• 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

Some perks of working for Arch include:

• Strong Team – You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.

• Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.

• Product Market Fit – We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.  

• Team community and camaraderie – We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.