Client Advocate


Client Advocate

We are looking for a highly motivated and client focused individual to join our rapidly growing team as a client advocate. While our team is currently working remote, this role is based in our suburban Cleveland office and you will support clients, increase engagement with our software, and help facilitate client requests smoothly and efficiently. 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 client relationships. You must also be comfortable working in a casual, fast-paced office environment.

You can learn more about our team and company culture here:

What you'll do:
  • Serve as the ambassador for our clients to ensure a successful adoption of the MyRIACompliance
    software and services platform
  • Proactively educate clients on the features of our software and their included services to
    help clients optimize the value of MyRIACompliance
  • Turn already successful clients into promoters and drive adoption by low-usage clients
  • Provide one-on-one assistance to high-priority clients through phone and email
    interaction, and software walk-throughs
  • Answer inbound client questions about our software and build comprehension of MyRIACompliance
  • Facilitate completion of client requests and ensure operational efficiency 
  • Train and educate clients on how to effectively utilize the MyRIACompliance tools
  • Become a Salesforce expert to help manage and track all client interactions

What we're looking for:

  • Enthusiasm for helping fellow entrepreneurs improve their business
  • Fanatical devotion to client support and addressing client pain points
  • Software proficiency, ability to translate functionality to non-technical users
  • 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


  • Attractive base salary + performance based bonus
  • Three weeks paid time off, plus holidays
  • Exceptional medical, dental, and 401k plan benefits
  • Complimentary access to onsite corporate fitness center and gym
  • Directly contributing to the growth and success of a rapidly growing business
  • Flat organizational structure
  • Ongoing professional development and direct training
  • Fun and casual office environment
Apply Here!
RIA in a Box® is a fast-growing, entrepreneurial financial services and technology firm, providing the leading number of registrations and ongoing compliance services to RIAs throughout the United States. Our mission is to provides the leading compliance solution for investment advisers. We put the client first by delivering innovative software and expert advice.
 RIA in a Box is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, age, disability, marital status, domestic partner status, or medical condition.