Client Success Analyst - Direct Indexing

Full-time

Alphathena

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 are

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. 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 View email address on click.appcast.io with your resume or LinkedIn.

Bonus: a short paragraph on why this role fits you, based on something you've already done.

Apply

Vacancy posted 1 day ago

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