[Remote] AI Support Specialist at Arta Finance

United States

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$80,000 – $95,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates should have over 4 years of experience in customer support, customer experience, or support operations, with a background in fintech being preferred but not required. Proficiency in maintaining enterprise-level conversational AI and virtual agent platforms is necessary, along with comfort using data dashboards or support analytics tools. Familiarity with APIs and a basic understanding of system connections are also required. Experience with version control tools like Git or some programming knowledge is a plus.

Responsibilities

The AI Support Specialist will ensure the AI Agent resolves customer questions quickly and accurately by reviewing conversations and performance data to identify areas for improvement. They will collaborate with Product, Engineering, and Support teams to implement enhancements and expand AI capabilities. This role involves prioritizing automation opportunities based on data and customer feedback, recommending changes to content, workflows, or integrations, and monitoring AI performance. The specialist will also influence broader customer support strategies based on learnings from AI interactions.

Skills

AI Agent

Customer Support

Data Analysis

Problem Solving

Machine Learning

Customer Data Review

Edge Case Identification

Arta Finance

Provides personalized investment strategies and services

About Arta Finance

Arta Finance provides tailored investment solutions for a variety of clients, including individual investors and institutional entities. The company focuses on creating personalized investment strategies that align with the specific financial and tax needs of its clients. Revenue is generated primarily through management fees for overseeing investment portfolios and transaction fees for executing trades. Arta Finance promotes a client-centric approach, encouraging clients to evaluate investment opportunities based on their own objectives and risk tolerance. While the company offers expert advice, it does not guarantee the success of its strategies, emphasizing the risks involved in investing. Additionally, it advises clients to consult tax professionals to consider tax implications before making investment decisions.

Mountain View, CaliforniaHeadquarters

2021Year Founded

$87.5MTotal Funding

SERIES_ACompany Stage

Financial ServicesIndustries

51-200Employees

Benefits

Health insurance

High deductible health plan available with HSA contribution

Complimentary one medical membership

20 weeks of parental leave

15 days PTO annually

National & company holidays

Risks

Increased competition from other AI-driven wealth management platforms could dilute market share.

Global expansion may expose Arta Finance to geopolitical risks and regulatory challenges.

Partnerships with large entities like Google Cloud may lead to dependency risks.

Differentiation

Arta Finance democratizes wealth management using AI, making it accessible to more people.

The company offers personalized investment strategies tailored to individual client needs.

Arta Finance partners with tech giants like Google Cloud to enhance platform scalability and security.

Upsides

AI-driven personalization in wealth management is gaining traction, benefiting Arta Finance.

The demand for digital wealth management platforms is projected to grow significantly by 2030.

Arta's global expansion, including Singapore, positions it as a leader in digital wealth management.

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