Senior Associate, Client Operations & Data

arch.co; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Strong Team

High impact work

Product market fit

Team camaraderie

Great office at 199 Water Street

Lunch provided

Job summary

Arch, a fast-growing fintech based in New York, is seeking a Senior Associate to support onboarding and post-onboarding workflows for diverse client segments such as RIAs and multi-family offices. You will work closely with Client Implementation Specialists and cross-functional teams to ensure data quality, accuracy, and polished client experiences.

This onsite role is based in our New York City office, with select roles open to candidates in Boston.

Qualifications

• 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.
• 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.

Responsibilities

• Support day-to-day Operations efforts by partnering 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.
• Support operational excellence by maintaining strong standards around data integrity, documentation, and delivery timelines.
• Monitor incoming data from clients and institutional sources, identifying discrepancies and resolving issues quickly.
• Assist with client-specific reporting needs and data customization, translating technical requirements into clear outputs.
• Support ongoing account updates, reconciliations, and documentation workflows, including tax-related deliverables when needed.
• Act as a connective layer between Account Management, Client Implementation, Product, Data, and Operations teams to support new workflows, tools, and process rollouts.
• Coordinate 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.

Skills

Operations

Project management

Client support

Finance familiarity

Communication

Data-driven

SQL interest

Tools

SQL

Job description

Arch, a fast-growing fintech based in New York, is seeking a Senior Associate to support onboarding and post-onboarding workflows for diverse client segments such as RIAs and multi-family offices. You will work closely with Client Implementation Specialists and cross-functional teams to ensure data quality, accuracy, and polished client experiences.

This onsite role is based in our New York City office, with select roles open to candidates in Boston.