Senior Associate, Client Implementation

About the role

Arch operates as a rapidly expanding Series B fintech entity whose core mission involves simplifying the administration of private investments through a technologically advanced automated platform. In this specific capacity, you will own the end-to-end oversight of client onboarding procedures and the continuous execution of operational duties for a diverse range of financial institutions. Your primary focus will involve guaranteeing that our client portfolio receives outstanding service while ensuring that their intricate operational workflows function without disruption. You will serve as a central pillar within the Operations team, driving efficiency and accuracy in every engagement. This role requires a proactive mindset dedicated to not just resolving issues, but preventing them through meticulous process management. Ultimately, you will be responsible for maintaining the integrity of the client journey from initial setup through long-term relationship management.

Key facts

What you'll do

• Partner with Implementation Specialists and Account Managers to supervise daily operational activities and conduct thorough assessments of client account health.
• Enforce strict protocols for data integrity and accuracy in reporting to uphold the highest level of reliability and trust with clients.
• Scrutinize incoming data feeds to identify discrepancies and resolve issues swiftly, ensuring the preservation of accurate records and the prevention of operational errors.
• Aid in the development of customized reports for clients and assume responsibility for managing essential documentation, including tax-related materials.
• Function as the primary liaison between the Product, Data, and Operations teams to smooth the implementation of new workflows and refine internal procedures.
• Maintain detailed and organized account documentation to facilitate seamless transitions and ensure unwavering operational continuity.
• Engage actively in regular meetings to review account statuses, address operational challenges, and uncover opportunities for meaningful improvement.
• Deliver training and support to new team members, imparting best practices and critical operational insights to elevate the team standard.
• Interact directly with clients to gather actionable feedback and pinpoint specific areas where service quality can be enhanced.
• Monitor emerging industry trends and established best practices to ensure that our service offerings remain competitive and highly relevant.
• Contribute to the design and development of internal tools and resources that drive efficiency and significantly boost client satisfaction.
• Ensure compliance with all internal data standards while acting as a gatekeeper for information accuracy across platforms.
• Utilize analytical thinking to troubleshoot complex issues that arise during the client lifecycle.
• Serve as the operational expert who translates complex financial processes into clear and actionable steps for stakeholders.

Requirements

• Possess a minimum of 1-2 years of relevant experience in operations, consulting, finance, project management, or client support roles.
• Demonstrate a proven capacity to manage multiple priorities simultaneously within a dynamic and fast-paced work environment.
• Exhibit exceptional attention to detail, with a demonstrated ability to investigate and validate data across a variety of platforms.
• Showcase strong verbal and written communication skills, enabling the articulation of operational details to both internal teams and external clients effectively.
• Commit to working onsite at the New York City office on a daily basis without exception.
• Show a genuine interest in understanding the intricate structures of investments and the nuances of reporting data.
• Be willing to reside in New York City or be actively in the process of relocating to the area to be considered for this role.
• Maintain a professional demeanor and a strong work ethic that aligns with the high standards of the fintech industry.

Nice to have

• Bring prior experience working within the fintech sector, wealth management, accounting, or private funds, which would provide a distinct advantage.
• Show familiarity with investment-related concepts such as K-1 forms, capital calls, internal rates of return (IRRs), or net asset value (NAV) reporting.
• Have previous exposure to SQL or a demonstrable desire to develop technical data analysis capabilities over time.

Practical notes

• This position is based at our office located at 199 Water Street in New York City and requires strict onsite presence.
• The company offers complimentary lunch for employees working in the office, fostering a collaborative and engaging work environment.
• Candidates must either reside in New York City or be willing to relocate to the area to be considered for this role.
• The engagement is full-time, requiring dedication and consistency to meet the demands of a growing organization.
• No specific visa sponsorship information is provided in the source material; candidates should review internal policies if relocation is necessary.
• Deadlines for application review were not specified in the provided source documentation.

Joining Arch.Co as a Senior Associate in Client Implementation presents a unique opportunity to be part of a forward-thinking fintech company that values innovation and operational excellence. If you are about enhancing client experiences and possess the skills and drive to excel in a fast-paced environment, we encourage you to apply and become a vital member of our team. This role is ideal for individuals who thrive in structured settings where accuracy and communication are paramount. You will find satisfaction in solving difficult problems and seeing the direct impact of your work on client success. The environment is collaborative, requiring individuals who can work independently and as part of a cohesive unit. Success in this position hinges on your ability to manage detail-oriented tasks while maintaining a big-picture perspective. The firm is invested in building long-term relationships with both clients and employees, making this a stable and impactful career path. If you are ready to take on responsibilities that extend beyond typical job descriptions, this is the place to contribute your talents and grow professionally.