Apply on Employer Site

BetaNXT · 6 hours ago

Client Implementation Specialist

United States

Full-time

Remote

Senior Level

5+ years exp

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and enhanced advisor experience. The Client Implementation Specialist plays a central role in facilitating the onboarding, transition, and conversion of financial services clients to the company's platform, ensuring a seamless and compliant client experience.

FinanceOutsourcingWealth Management

H1B Sponsor Likely

Responsibilities

Facilitate client onboarding processes including system conversions, ensuring accuracy and compliance

Conduct analysis, reconciliation, and review of incoming and outgoing data to support seamless platform transitions

Engage directly with clients to explain documentation requirements, regulatory considerations, and onboarding expectations

Lead client-facing calls and meetings, providing direct support, documentation, and follow-up throughout the onboarding lifecycle

Lead project management activities for onboarding and conversion efforts, including scheduling, reporting, issue tracking, and risk escalation

Support conversion activities for complex client relationships, ensuring accurate data migration

Review control reports and resolve issues that arise during onboarding and conversion processes

Coordinate cross-functional resources to meet client needs and ensure compliance with legal and regulatory requirements

Provide guidance to clients on platform features and assist in structuring their product or program offerings

Monitor project quality and efficiency, ensuring client satisfaction throughout the onboarding lifecycle

Recommend process and product improvements based on analysis, client feedback, and platform usage insights

Qualification

Client onboarding experienceCost basis reportingData migration managementProduct management mindsetProject managementAnalytical skillsMicrosoft Office SuiteCommunication

Required

5+ years of experience in client onboarding, transitions, or financial services operations

Bachelor's degree or equivalent combination of education and experience

Hands-on experience with cost basis and tax reporting platforms is required

Must have experience managing end-to-end institutional or client onboarding and conversion processes for financial institutions, including system setup, data migration, documentation, and transition to BAU support

Proven track record in managing data conversions and onboarding workflows for financial services clients

Experience in project coordination or management, including reporting, planning, and issue tracking

Product management mindset with the ability to translate client needs into platform enhancements and onboarding improvements

Excellent communication and client engagement skills, with the ability to explain complex processes clearly

Ability to work independently with minimal supervision while collaborating across teams

Proven analytical skills and attention to detail, with a proactive approach to problem-solving

Proficiency in Microsoft Office Suite

Preferred

Experience with onboarding systems or workflow tools is a plus

Benefits

Full benefits offering

PTO

Company

BetaNXT

BetaNXT is a wealth management company that provides frictionless wealth management enterprise solutions.

Founded in 2022

New York, New York, USA

501-1000 employees

https://betanxt.com

H1B Sponsorship

BetaNXT has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (7)

2024 (3)