Role overview
We are looking for an experienced and client-focused Relationship Manager to join the Customer Success Team to support our U.S. members. You’ll help manage day-to-day member operations, strengthen relationships, and contribute to delivering a world-class experience for our clients.
This role combines member service and operational excellence, proactive relationship management, and a passion for helping members make the most of Arta’s products and services.
What you'll work on
- 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.
Tags & focus areas
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