Job Description
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. You’ll help manage day-to-day member operations, strengthen relationships, and contribute to delivering a world-class experience for our clients. 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.
About Arta Finance
At Arta Finance, they are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives.