Client Support Associate
1 month ago
Our Company
Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunities for manual data entry errors, inconsistent reporting, and lost information. Enter Arch.
Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of fund manager portals.Our purpose is to save investors time while empowering them to make more informed investment decisions, leading to better financial outcomes.
We are a fast growing, dynamic company serving hundreds of clients, and we are looking to hire in all departments as we scale.
Key ResponsibilitiesAs a Client Support Associate, you will be an integral part of our growing Operations team. In this role, you will:
- Provide an exceptional experience for clients through effective communication, proactive learning, and deepening relationships.
- Perform in-depth troubleshooting to efficiently identify and resolve client inquiries via email and instant message, escalating to the Operations team when appropriate.
- Ensure client satisfaction by taking ownership of inbound client inquiries, providing updates, and ensuring that all open items are resolved in a timely manner.
- Investigate user-reported issues and collaborate with our Engineering team to identify and resolve any bugs.
- Help create training and FAQ documentation with a goal of making users more efficient and self-sufficient over time.
- Proactively bring forward customer friction points and ideas for improvement based on your experience.
Reach out to us if you:
- Are a driven, positive, and proactive problem-solver with the ability to think on your feet while providing excellent customer service.
- Feel a strong sense of pride and ownership in your work and always follow through to deliver results.
- Want to learn about alternative investments and engage with sophisticated investors and advisors.
- Thrive in a stimulating and fast-paced environment.
- Have excellent verbal and written communication skills.
- Have an interest in tech, investing, and alternatives.
- Strong Team – You'll be backed by a strong team that consistently exceeds client expectations and ships new products quickly
- 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 do to support one another. We're always ready to step in to help.
Last note:
- While we are no longer starting up, we remain culturally a startup; retaining the ability to nimbly serve our clients and innovate in everything we do, every day.
Arch solves many of the problems facing active Investors / LPs: collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments.
Arch replace the spreadsheets, manual labor, and antiquated systems used by most investors, family offices, and investment advisors.
-
Client Support Associate
2 weeks ago
New York, New York, United States Volunteers of America - Greater New York (VOA-GNY) Full timeJob Title:Client Support AssociateCompany:Volunteers of America-Greater New York (VOA-Greater New York)Are you a dedicated and empathetic professional eager to impact the lives of individuals facing homelessness in the New York region? VOA-Greater New York is on the lookout for a Client Support Associate to become part of our team, facilitating client...
-
Client Support Associate
6 days ago
New York, New York, United States Neiman Marcus Full timeJob SummaryWe are seeking a highly skilled and customer-focused Seasonal Client Services Associate to join our team at Neiman Marcus. As a key member of our Client Services team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met with a solution-oriented approach.Key Responsibilities:Assist clients with...
-
Client Support Specialist
2 weeks ago
New York, New York, United States Phaxis - Support Services Full timeJob OverviewWe are looking for a committed Client Support Specialist to join our team at Phaxis - Support Services. This role is essential in providing assistance and direction to individuals requiring support, ensuring they access the necessary services and resources to enhance their well-being.Key Responsibilities:- Perform evaluations to identify clients'...
-
Client Support Associate
3 days ago
New York, New York, United States Amalgamated Bank of NY Full timeJob SummaryAmalgamated Bank of NY is seeking a highly motivated Client Support Associate to act in a lead capacity to provide oversight over all pricing, proxy, billing, statement, corporate actions processes. This role requires a strong analytical mindset, excellent communication skills, and the ability to work independently to resolve complex issues.Key...
-
Client Associate
3 days ago
New York, New York, United States Dow Jones & Company, Inc. Full timeAbout the RoleIn this dynamic role, the Client Associate plays a key part in our sales team, partnering with Client Partners to sell integrated media solutions and partnerships to large Financial Services clients. This position supports designated Client Partners in preparing proposals, maintaining excellent client relationships, generating prospect...
-
Client Support Associate
3 days ago
New York, New York, United States Opulence Inc. Full timeJob DescriptionAt Opulence Inc., we are a prominent sales and business development firm that represents top clients in the telecommunications and technology industries. Our ultimate goal is to ensure our clients are achieving maximum brand visibility and increasing customer engagement.Job Summary:We are seeking an entry-level Client Support Representative to...
-
Client Associate
4 days ago
New York, New York, United States Dow Jones Full timeJob Summary:We are seeking a highly skilled Client Associate to support the sales activities of our designated Client Partners at Dow Jones. As a key member of our team, you will be responsible for project management, direct communication, and follow-up with clients.Key Responsibilities:Track and manage print insertions, high-impact digital executions,...
-
Client Support Associate
2 weeks ago
New Rochelle, New York, United States Providential Marketing Inc. Full timeExciting Opportunity: Client Support Associate at Providential MarketingAre you prepared to embark on a fulfilling career journey with substantial growth potential? At Providential Marketing, we seek motivated individuals to fill the role of Client Support Associate. As an integral member of the renewable energy sector, we emphasize innovation, community...
-
Credit Associate, Client Support Specialist
6 days ago
New York, New York, United States S&P Global Full timeAbout the Role:Job Summary: We are seeking a highly skilled Credit Associate to join our Client Support team. As a key member of our team, you will be responsible for providing exceptional support to our clients, helping them to optimize their workflows and streamline their research and data analysis needs.Key Responsibilities:Respond to client inquiries and...
-
Client Support Specialists
2 weeks ago
New York, New York, United States HOGAR Inc Full timeJob DescriptionWe are seeking dedicated individuals to join our team as Client Support Specialists.Key Responsibilities:Provide comprehensive case management to assist clients in navigating personal and social challenges.Collaborate with healthcare professionals, including doctors, nurses, and social workers, to coordinate therapeutic services.Conduct...
-
Client Support Specialist
1 week ago
New York, New York, United States Institute for Community Living Full timePosition Overview:The Client Support Specialist will play a crucial role in coordinating holistic service planning and evaluation activities, ensuring the effective execution of service plans through direct client management. This position involves collaborating with clients to develop detailed service strategies, connecting them to various resources, and...
-
Client Support Specialist
2 weeks ago
New York, New York, United States Impact Collective Full timeCUSTOMER SERVICE ASSOCIATEWe are seeking a committed Customer Service Associate to enhance our client support efforts at Impact Collective. In this role, you will play a crucial part in addressing customer inquiries, resolving challenges, and ensuring meticulous record-keeping.Key Responsibilities:Work collaboratively with the customer service team to...
-
Client Support Specialist
2 weeks ago
New York, New York, United States Osborne Association Full timeJob OverviewThe Osborne Association is dedicated to serving individuals, families, and communities impacted by the criminal justice system. Our programs provide pathways for healing, restoration, and empowerment. We are committed to challenging systemic injustices and advocating for policies that foster genuine safety, equity, and liberation.We are currently...
-
Client Support Specialist
2 weeks ago
New York, New York, United States ANCHOR-INTERNATIONAL Full timePosition Overview The Customer Care Associate will serve as a crucial link between our organization and our clients, delivering comprehensive product and service insights, addressing inquiries, and resolving any challenges that may arise with precision and effectiveness. We seek an enthusiastic individual who is eager to assist clients and possesses a strong...
-
Client Support Specialist
2 weeks ago
New York, New York, United States ANCHOR-INTERNATIONAL Full timePosition Overview The Customer Care Associate will serve as a crucial link between our clients and the company, delivering comprehensive product and service insights, addressing inquiries, and resolving any issues that may arise with precision and effectiveness. We seek an enthusiastic individual who is eager to assist clients and possesses a genuine passion...
-
Client Support Specialist
1 week ago
New York, New York, United States Impact Collective Full timeCUSTOMER SERVICE ASSOCIATEImpact Collective is seeking a committed Customer Service Associate to enhance our client support initiatives. In this role, you will be tasked with addressing customer inquiries, troubleshooting concerns, and ensuring meticulous record-keeping.Key Responsibilities:Work collaboratively with the customer service department to achieve...
-
Client Support Specialist
1 week ago
New York, New York, United States Impact Collective Full timeCUSTOMER SERVICE ASSOCIATEImpact Collective is seeking a committed Customer Service Associate to enhance our client support operations. In this role, you will be tasked with addressing customer inquiries, troubleshooting issues, and ensuring meticulous record-keeping.Key Responsibilities:Work collaboratively with the customer service department to fulfill...
-
Client Support Specialist
2 weeks ago
New York, New York, United States Voa-Gny Full timeClient Support SpecialistVolunteers of America-Greater New York (VOA-GNY) is dedicated to eradicating poverty and homelessness in the metropolitan area. Our mission focuses on addressing the critical factors contributing to homelessness, including the lack of affordable housing, unmet health needs, and insufficient job opportunities that foster economic...
-
Client Service Associate
4 days ago
New York, New York, United States National Financial Partners Full timeWe are a leading financial services firm, National Financial Partners, seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will play a critical role in delivering exceptional client experiences and building strong relationships with our clients.Key Responsibilities:Provide exceptional client service and...
-
Client Support Specialist
2 weeks ago
New York, New York, United States Voa-Gny Full timePosition Title: Customer Care Worker (CCW)/DriverOrganization: Volunteers of America-Greater New York (VOA-GNY)Overview: VOA-GNY is dedicated to combating poverty and aims to eradicate homelessness in the metropolitan area. Our focus is on addressing the primary factors contributing to homelessness, including the lack of affordable housing, unmet health...