- Contributing meaningfully to the long-term success of the customer portfolio, finding efficient and creative ways to manage customers and deliver positive impact.
- Monitoring and maintaining account health for Arta Members, proactively identifying opportunities to increase customer retention, satisfaction, and overall value from our services.
- Serving 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.
- Facilitating connections between members and Arta's network of experts in insurance, taxes, estate planning, and investment advisory, ensuring a seamless and enriching experience.
- Working closely with internal teams-including Operations, Support, and Product-to provide feedback and insights from members, helping shape and refine our offerings to meet their evolving needs.
- Assisting members in accessing services within our Family Office network, from initial inquiry and requirement gathering to completing and submitting necessary documentation on their behalf.
- Contributing to the continuous improvement of internal systems and tools used for managing member interactions and communications.
- Developing and maintaining trusting relationships with members, becoming a key driver in their long-term success and satisfaction with Arta Finance.
- You have 2+ years of experience interacting directly with customers at a financial services firm
- You have repeatedly built successful relationships with customers throughout your career
- You operate effectively in a highly dynamic and fast-paced environment
- You have experience in the fraud and AML environment
- You have exceptional organizational, operational and analytical skills
- Communication is one of your most salient strengths. You are proactive, clear, and compelling in your written and oral communication
- You are passionate and enthusiastic about helping people
- A genuine interest in personal finance, investing, and technology, coupled with a desire to continuously learn and grow within a dynamic and innovative environment.
- A collaborative spirit, ready to work closely with team members across the organization to achieve shared goals and drive growth.
- You are located in the Bay area, and you can work from the Mountain View office 2-3 times a week
- Training and internal education in finance, investment and trading
- We have a robust health insurance offering for you and your family
- High deductible health plan available with health savings account contribution
- Complimentary One Medical membership for individuals and dependents
- 20 weeks of parental leave
- 15 days PTO annually plus national and company holidays
Customer Success Associate - San Francisco, United States - Arta Finance
Description
About Arta
At Arta Finance, we are product builders, machine learning researchers, finance professionals and business leaders determined to create a better way to manage our financial lives.
If you're someone who has wondered whether your money is working as hard as you are, or if you've ever thought that there must be a better way to set and work toward your goals, we want to hear from you.
You'll be developing customer relationships, working with product, eng, marketing, and design colleagues to increase the value we deliver to customers, improving our business scalability, and playing an important role in our customer operations.
As a company, we'll win when our customers win. You will play a role in making that happen.The ideal candidate will have at least 2 years interacting directly with customers at a financial services firm, excellent communication skills, and a track record of removing barriers to customer adoption.
You are driven, curious, and deeply passionate about ensuring our customers are successful with Arta Finance.What You Will Do
We determine your level based on factors including your interview performance, job-related skills, experience, and relevant education or training.
Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York).
If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price.
We would like to know if you accept our offer within 7 days.
Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.
IC I:
$110,000-$180,000
IC II:
$160,000-$230,000
IC III:
$180,000-$300,000
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