Client Success Analyst - Direct Indexing

Alphathena; United States; Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive base

Health benefits

401(k)

Equity in startup

Job summary

Alphathena, a Chicago-based startup, seeks a Client Success Analyst to join our hybrid team. You will support RIAs by setting up accounts, guiding daily use of the Direct Indexing platform, and handling advisor questions.

The role offers growth toward a Client Success Manager path within a fast-growing company. Ideal candidates have 0–2 years of experience, a Finance/ Economics/ Business degree, and a strong interest in wealth management.

Qualifications

• 0-2 years of experience; new grads welcome.
• Degree in Finance, Economics, Business, or related field.
• Interest in wealth management; internship or industry experience is a plus.
• Comfortable with software and quick to learn new tools.
• Detail-oriented and organized; able to explain things clearly.

Responsibilities

• Handle onboarding setup: account and household setup, load client data, ensure go-live readiness.
• Support clients' daily use of the platform: harvesting, rebalancing, account updates.
• Be first point of contact for routine advisor questions; escalate complex issues.
• Use the platform's AI workflows daily and help clients become proficient with them.
• Keep clear notes on client requests and issues for team follow-up.

Skills

Software savvy

Detail-oriented

Clear communicator

Education

Bachelor's degree in Finance/Economics/Business

Job description

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