Client Success Analyst - Direct Indexing
alphathenaOak Park, IL
Client Success Analyst - Direct Indexing
alphathenaOak Park, ILMid L4
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales Agents
Other Management Consulting ServicesPortfolio Management and Investment AdviceAdministrative Management and General Management Consulting Services
APPLY NOW (opens in a new tab)Location: Chicago, IL
Company: Alphathena
Alphathena is a Chicago-based startup building a B2B SaaS platform for Direct Indexing including tax loss harvesting, automated rebalancing, custom indexes, intelligent transitions, advanced optimization and workflows for mid-to-large RIAs. We're rolling out Alphathena 2.0, an industry-disrupting upgrade to our core platform built around agentic AI workflows. We're hiring a Client Success Analyst in Chicago (hybrid). You'll work with our Client Success Managers to support RIA clients day to day: setting up accounts, keeping them running smoothly, and answering advisor questions on how to use the platform.
What you'll do:
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.
Who you are0–2 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. Internship or work experience in the industry is a plus.
Comfortable with software and quick to learn new tools.
Detail-oriented and organized.
Able to explain things clearly and patiently.
Bonus:
experience at an RIA, custodian, or wealthtech firm. Comp / benefits Competitive base, health benefits and 401(k) Equity in a fast-growing startup A path into a Client Success Manager role as you grow
How to apply: DM me or email with your resume or LinkedIn.
Bonus:
a short paragraph on why this role fits you, based on something you've already done.
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Level
Mid L4
Location
Oak Park, IL
Occupation
Personal Financial Advisors
Industry
Other Management Consulting Services
Posted
12 days ago