Client Success Analyst (Hybrid) — WealthTech with Equity & Growth

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

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.