Client Implementation Specialist - SFO/HNWI

About the role

We're looking for a Client Implementation Specialist to lead onboarding for clients in our single family office (SFO) 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.

Responsibilities

• 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
• Maintain data quality and consistency, proactively resolving discrepancies
• Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs
• 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

Requirements

• 3+ 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
• An 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
• If you are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting
• If you have taken finance or accounting coursework