- 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.
- 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.
- 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
Client Implementation Specialist - New York, United States - Arch
Description
Our Company
Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the entire investments universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy email boxes. Not only is this tedious and time consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter Arch.
Arch is a Series A financial technology company that digitizes and automates portfolio management and document collection for private investments. With Arch, investors can rest assured knowing all of their investment information and data is organized, accurate, and secure. Our purpose is to save investors time while empowering them to make more informed investment decisions, which lead to better financial outcomes.
We are a fast growing, dynamic company responsible for serving hundreds of clients, and we are looking to hire in all parts of our company 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:
Skills, Knowledge and Expertise
Reach out to us if you:
Bonus points if you:
About Arch
Arch solves many of the problems facing active Investors / LPs: collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments.
Arch replace the spreadsheets, manual labor, and antiquated systems used by most investors, family offices, and investment advisors.