Account Manager

• 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.

Relationship Manager, Customer Success Team

Key Account Manager

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Key Account Manager

Customer Success Account Manager

Director of Client Partnerships