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.
What we're looking for: