Client Success Analyst - Direct Indexing

Alphathena LLC; Chicago (IL); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Health benefits

401(k)

Equity in a fast-growing startup

Career path to CSM

Job summary

Alphathena LLC in Chicago is seeking a Client Success Analyst to join our hybrid team, supporting RIAs and advisors as they use our growing B2B SaaS platform. You’ll help with onboarding, daily platform use, and responding to questions, with room to grow into a Client Success Manager role; benefits include health coverage, 401(k), equity, and a path to advancement.

We welcome applicants with 0–2 years of experience and a degree in Finance, Economics, Business, or related fields.

Qualifications

• 0–2 years of experience; new grads welcome.
• Degree in Finance, Economics, Business, or related field.
• Comfortable with software and quick to learn new tools.
• Detail-oriented and organized.
• Able to explain things clearly and patiently.
• Bonus: internship or work experience in wealth management.

Responsibilities

• Handle the onboarding setup; account and household setup.
• Support clients' daily use of the platform and updates.
• Be the first line for routine advisor questions.
• Leverage AI workflows to help clients get comfortable.
• Keep clear notes for team and product follow-up.

Education

Finance, Economics, Business, or related field

Job description

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.
• Competitive base, health benefits and 401(k)
• Equity in a fast-growing startup
• A path into a Client Success Manager role as you grow