Note: The job is a remote job and is open to candidates in USA. Alphathena is hiring a Client Success Analyst to support registered investment advisor (RIA) clients using its direct indexing platform. The role handles onboarding setup, day-to-day platform support, routine advisor questions, AI workflow adoption, and documentation of client requests and issues.
Responsibilities
- Handle the setup work during onboarding, including account and household setup, loading client data, and checking that everything is in place before go-live
- Support clients' daily use of the platform, including harvesting, rebalancing, and account updates
- Be the first point of contact for routine advisor questions, and bring more involved issues to the Client Success Manager
- Use the platform's AI workflows every day and help clients get comfortable with them
- Keep clear notes on client requests and issues so the team and product can follow up
Skills
- 0–2 years of experience (new grads welcome) with a degree in Finance, Economics, Business, or a related field
- Interest in wealth management and how advisors work with their clients
- Comfortable with software and quick to learn new tools
- Detail-oriented and organized
- Able to explain things clearly and patiently
- Internship or work experience in the industry is a plus
- Bonus: experience at an RIA, custodian, or wealthtech firm
Benefits
- Health benefits
- 401(k)
- Equity in a fast-growing startup
- A path into a Client Success Manager role as you grow
- Hybrid work in Chicago
Company Overview