Senior Operations Associate

About the role

We’re looking for a Senior Associate to support Arch’s various client segments and help ensure consistent, high-quality delivery across onboarding and post-onboarding workflows. In this role, you’ll partner closely with Client Implementation Specialists and cross-functional teams to support clients such as RIAs, Multi-Family Offices, and advisory firms. You’ll focus on operational execution, data quality, reporting accuracy, and client readiness while helping scale the systems and processes that support account growth.

What You’ll Do

• Support Account Operations
• Partner closely with Account Managers and Implementation Specialists to align priorities, track account health, and execute operational initiatives.
• Help ensure consistent, high-quality client experiences by monitoring data accuracy, reporting reliability, and operational follow-through across accounts.
• Maintain strong standards around data integrity, documentation, and delivery timelines.
• Support Data Quality and Reporting
• Monitor incoming data from clients and institutional sources, identifying discrepancies and resolving issues quickly.
• Aid in client-specific reporting needs and data customization, translating technical requirements into clear, client-facing outputs.
• Support ongoing account updates, reconciliations, and documentation workflows, including tax-related deliverables when needed.
• Cross-Functional Collaboration
• Act as a connective layer between Account Management, Client Implementation, Product, Data, and Operations teams to support new workflows, tools, and process rollouts.
• Cook up internally to ensure client needs are met efficiently and consistently.
• Maintain detailed account documentation and notes in internal systems to support continuity and handoffs.
• Share insights from account workflows to inform product and process improvements.

What We’re Looking For

• 1-2+ years of professional experience in operations, project management, client support, consulting, finance, or a related field.
• Strong organizational and project management skills, with the ability to juggle multiple priorities and see work through to completion.
• Detail-oriented and analytical, with the curiosity to investigate issues, ask thoughtful questions, and validate information across systems.
• Comfortable working independently in a fast-paced environment while collaborating closely with cross-functional partners.
• A clear communicator who can translate operational or data-related details into actionable insights.
• Familiarity with financial or data-driven environments, or the ability and interest to quickly learn how investment or reporting data is structured and shared.

Nice to Have

• Experience in wealth management, private funds, family offices, accounting, or fintech.
• Exposure to concepts like IRRs, capital calls, K-1s, or NAV reporting.
• Experience with SQL or interest in developing technical and data analysis skills.