[Remote] Relationship Manager, Customer Success Team at Arta Finance

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, FinTechIndustries

Requirements

5–7 years of experience in account or relationship management, preferably in wealth management, RIA, or financial services environments interacting directly with clients
Exceptional organizational and operational skills, with the ability to manage multiple client priorities simultaneously
Excellent communicator—clear, empathetic, and proactive in both written and verbal communication
Curious and motivated by innovation in finance and technology. Experience scaling teams using AI is a plus
Strong understanding of investment products, portfolio management, and client servicing in a high-touch financial advisory context preferred
Series 65 license (or equivalent) preferred; candidate should currently possess a Series 65 license, or must be willing to obtain the license within their first year of employment
Thrive in a startup-like environment—comfortable adapting to evolving priorities, running experiments, and staying optimistic through change
Positive, solutions-oriented mindset—collaborative, pragmatic, and ready to roll up sleeves in a lean, high-impact team
While office preference exists, remote candidates considered with quarterly travel to San Jose

Responsibilities

Manage the member email queue, responding promptly to inquiries and ensuring timely, high-quality support for all account-related questions and requests
Handle operational processes including account opening, funding and transfers, chasing fund documentation, account maintenance, and other member servicing tasks with accuracy and efficiency
Serve as the primary point of contact for Arta Members, guiding them through our suite of offerings—from public and private market investments to personalized financial planning services
Proactively monitor account health to identify opportunities to increase engagement, satisfaction, and retention
Collaborate closely with internal partners—Operations, Product, Compliance, and Advisory—to resolve issues, enhance processes, and share member insights
Facilitate connections between members and Arta’s network of experts in private markets, public markets, derivatives, insurance, tax, and estate planning, and investment advisory
Contribute to improving internal systems and tools that support a seamless and scalable member experience
Build lasting relationships with members, ensuring their long-term success and satisfaction with Arta Finance

Skills

Key technologies and capabilities for this role

Customer SuccessRelationship ManagementClient ServicingAccount ManagementEmail SupportOperational ProcessesAccount OpeningFund TransfersComplianceFinancial PlanningPrivate MarketsPublic Markets

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a remote position.

What experience is required for this role?

Candidates need 5–7 years of experience in account or relationship management, preferably in wealth management, RIA, or financial services environments interacting directly with clients.

What key skills are needed for the Relationship Manager role?

The role requires exceptional organizational and operational skills to manage multiple client priorities, along with excellent communication skills that are clear, empathetic, and proactive.

What is the company culture like at Arta Finance?

Arta Finance has a startup-like environment where team members thrive amid evolving priorities, bring a positive solutions-oriented mindset, and work collaboratively in a lean, high-impact team.

What makes a strong candidate for this position?

Strong candidates have 5–7 years of relevant experience in financial services, exceptional organizational skills, excellent communication abilities, and thrive in a dynamic startup environment with a solutions-oriented mindset.

What is the salary for this role?

This information is not specified in the job description.

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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