Client Implementation Specialist


Client Implementation Specialist

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 suburban Cleveland 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.

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

What you'll do:
  • Serve as the ambassador for new clients joining our service to ensure a successful on-boarding process to
    the MyRIACompliance 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 MyRIACompliance 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
  • 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.