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Client Implementation Specialist - SFO / HNWI

Client Implementation Specialist - SFO / HNWI

ArchNew York, NY, US
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Client Implementation Specialist

We're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office and high-net-worth individual (HNWI) segment a critical, high-touch client group. In this role, you'll guide clients through the onboarding process, help them organize and integrate complex investment data, and ensure they're set up for long-term success on our platform.

This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a white-glove experience. You'll need to navigate nuanced client needs with professionalism, discretion, and a high level of service. At the same time, this role requires a self-starter who can operate independently, manage multiple onboarding workflows, and proactively solve problems without constant oversight.

You'll also contribute to product feedback loops and internal onboarding process improvementsbalancing independent execution with cross-functional teamwork and training participation.

What You'll Do : Client Onboarding

  • Build and execute tailored onboarding plans with clear milestones and timelines
  • Guide single family offices and HNWIs through account setup and data organization
  • Act as a liaison between clients and fund managers to gather and reconcile account data

Data Management

  • Monitor client data for quality and consistency, proactively resolving discrepancies
  • Process ongoing updates from clients and fund sources

    • Education & Enablement

  • Train client teams on how to use the Arch platform effectively
  • Support adoption through ongoing communication, guidance, and check-ins
  • Participate in internal team training and help refine onboarding best practices

    • Client Experience

  • Lead onboarding meetings and deliver a high-touch, relationship-driven experience
  • Build trust and rapport with clients through consistent, thoughtful communication
  • Maintain detailed client records and notes in our CRM to ensure continuity and context

    • What We're Looking For

  • 2+ years of experience in project management, implementation, client services, or finance
  • A self-starter with exceptional communication and interpersonal skills
  • Strong relationship management instincts, especially with high-value or high-touch clients
  • Attention to detail and ability to work independently in a fast-paced environment
  • A proactive mindset and passion for delivering excellent client experiences

    • Bonus Points If You :

  • Have worked in wealth management, private funds, a family office, or accounting
  • Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting
  • Have experience with SQL or want to learn
  • Have taken finance or accounting coursework

    • A Note About Us

    All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

    We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.

    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 to support one another. We're always ready to step in to help.
  • Great office - we've invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).
  • Lunch is on us - Grab lunch on us while you're in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.
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