Client Onboarding Assistant

We are looking for a highly motivated and energetic individual to join our rapidly growing team as a client implementation specialist. While currently working remote as a company, this role is based in our New York office and you will help lead our new client software on-boarding process. You will be responsible for guiding clients through the initial software setup and staff training. The registered investment adviser ("RIA") firms we work with vary in size and complexity, so we are looking for an individual with strong communication skills, a passion for helping others, an interest in problem-solving, and the organizational skills to manage a number of concurrent new client on-boardings. You must also be comfortable working in a casual, fast-paced office environment.


What you'll do:

Serve as the ambassador for new clients joining our service to ensure a successful on-boarding process to the ComplySci software platform
Engage clients through regular strategic calls to drive platform adoption
Ensure all clients complete the necessary on-boarding steps in a timely and seamless manner
Train and educate clients on how to effectively utilize the ComplySci tools
Lead on-boarding and training for third-party software integrations
Implement new processes and recommendations to improve the client on-boarding process
Become a Salesforce expert to help manage and track all new client interactions

What we're looking for:

Enthusiasm for helping fellow entrepreneurs improve their business
Passion for working in a fast-paced small company environment
An exemplary work ethic and willingness to be trained
High level of organization and self-motivation
Exceptional phone, online presentation, writing, and interpersonal skills
Previous implementation or training experience is a plus but not a requirement

Benefits:

Directly contributing to the growth and success of a rapidly growing business
Ongoing professional development and direct training