Client Implementation Specialist

About the role

This role owns the complete onboarding lifecycle for single family offices and high-net-worth individuals, acting as the primary point of contact during the critical initial engagement period. You will design and drive tailored onboarding plans that translate complex client requirements into structured platform setups. The position requires building deep trust quickly while navigating sensitive financial information with discretion and professionalism. You will serve as the bridge connecting client needs with internal capabilities across product and operations. This role demands a high-touch advisor mindset paired with the discipline of an independent operator who can manage concurrent workflows. You will translate ambiguous client requests into clear action plans while maintaining meticulous attention to detail. The position directly influences long-term client retention by ensuring customers experience immediate value and confidence in the Arch platform from day one.

Key facts

What you'll do

Design and execute bespoke onboarding roadmaps for single family offices and high-net-worth individuals with defined success milestones.

Serve as the central liaison between clients and fund managers to collect, reconcile, and validate account and ownership structures.

Monitor data quality across client portfolios, identifying inconsistencies and driving corrections to ensure reporting accuracy.

Orchestrate end-to-end account setup processes within the Arch platform, configuring access, permissions, and data mappings.

Coordinate with internal teams to resolve complex data integration issues that arise during client onboarding.

Support flexible working arrangements including occasional evening and weekend hours to align with client fund settlement cycles.

Process and normalize incoming documentation from diverse fund sources into standardized formats suitable for platform ingestion.

Deliver hands-on training sessions that empower client teams to navigate the Arch platform confidently and independently.

Champion platform adoption through ongoing outreach, check-ins, and tailored guidance that reinforces value realization.

Capture detailed client interactions, decisions, and action items within the CRM to maintain continuity and enable seamless follow-up.

Contribute qualitative feedback from client engagements to inform product improvements and feature requests.

Participate in internal knowledge sharing sessions to elevate overall onboarding standards and best practices.

Lead discovery calls to uncover client objectives, risk tolerances, and operational workflows before formal onboarding begins.

Document standard operating procedures that scale the onboarding experience while preserving a personalized client touch.

Requirements

Bring a minimum of 3 years of experience in project management, client services, implementation, or finance-related roles.

Demonstrate the ability to work independently with strong self-direction and ownership of outcomes in a fast-paced environment.

Show exceptional written and verbal communication skills with the capacity to build rapport and earn trust with senior stakeholders.

Exhibit strong relationship management instincts tailored to high-value, high-touch client interactions.

Maintain meticulous attention to detail and accuracy when managing multiple data points and client requirements.

Thrive in ambiguous situations by proactively identifying problems and developing solutions without requiring constant direction.

Display professionalism, discretion, and judgment when handling confidential financial information and sensitive client data.

Embrace a coaching mindset, helping clients understand platform capabilities and best practices that align with their investment workflows.

Comfortably manage competing priorities and deadlines while maintaining a high standard of work quality.

Nice to have

Benefit from prior experience in wealth management, private funds, family office environments, or accounting firms.

Understand common investment terminology such as IRRs, capital calls, K-1s, and NAV reporting concepts.

Have foundational knowledge of finance or accounting coursework that informs your approach to client data.

Practical notes

This position is based onsite at the New York City office, where in-person collaboration is central to the team culture and execution rhythm. The role requires daily presence at this location to maintain strong team cohesion and client relationship continuity. For candidates in or open to relocating to the New York City area, this role offers hands-on responsibility within a collaborative, fast-paced environment. There may be limited opportunities for remote work based on team needs and client confidentiality considerations.

The position may occasionally require evening or weekend hours to accommodate fund settlement schedules and client time zones. Travel is not required for this role, ensuring consistent availability for virtual and in-person client interactions. Candidates must be authorized to work in the United States without sponsorship at this time. The onboarding process emphasizes rapid ramp-up through structured training and mentorship, setting up new hires for long-term success within the Arch platform.