At Arta Finance, we are product builders, machine learning researchers, finance professionals and business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user-focused, elegant, bordering-on-magical technology. We are driven by the opportunity to apply deep tech to help people enjoy more successful financial lives. And we believe we can have fun doing it.
If you’re someone who has wondered whether your money is working as hard as you are, or if you’ve ever thought that there must be a better way to set and work toward your goals, we want to hear from you.
The RoleWe are looking for a seasoned Customer Success team member to help continue building the function at Arta Finance. You’ll be developing customer relationships, working with product, eng, marketing, and design colleagues to increase the value we deliver to customers, improving our business scalability, and playing an important role in our customer operations.
As a company, we’ll win when our customers win. You will play a role in making that happen. The ideal candidate will have experience interacting directly with customers at a financial services firm, excellent communication skills, and a track record of removing barriers to customer adoption. You are driven, curious, and deeply passionate about ensuring our customers are successful with Arta Finance.
What You Will DoContributing meaningfully to the long-term success of the customer portfolio, finding efficient and creative ways to manage customers and deliver a positive impact.
Monitoring and maintaining account health for Arta Members, proactively identifying opportunities to increase customer retention, satisfaction, and overall value from our services.
Serving 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.
Facilitating connections between members and Arta's network of experts in insurance, taxes, estate planning, and investment advisory, ensuring a seamless and enriching experience.
Assist in managing the client email queue, responding to inbound customer inquiries, and providing timely, high-quality support on account-related questions and service requests.
Working closely with internal teams—including Operations, Support, and Product—to provide feedback and insights from members, helping shape and refine our offerings to meet their evolving needs.
Assisting members in accessing services within our Family Office network, from initial inquiry and requirement gathering to completing and submitting necessary documentation on their behalf.
Contributing to the continuous improvement of internal systems and tools used for managing member interactions and communications.
Developing and maintaining trusting relationships with members, becoming a key driver in their long-term success and satisfaction with Arta Finance.
You have 5+ years of experience interacting directly with customers at a financial services firm
Familiarity with the Capital Markets and Financial Advisory Services (CMFAS) framework is a plus
Leadership experience is strongly preferred
You have repeatedly built successful relationships with customers throughout your career
You operate effectively in a highly dynamic and fast-paced environment
You have exceptional organizational, operational, and analytical skills
Communication is one of your most salient strengths. You are proactive, clear, and compelling in your written and oral communication
You are passionate and enthusiastic about helping people!
A genuine interest in personal finance, investing, and technology, coupled with a desire to continuously learn and grow within a dynamic and innovative environment.
A collaborative spirit, ready to work closely with team members across the organization to achieve shared goals and drive growth
You are located in and have work authorization in Singapore
You can work from the office 3+ days per week
Robust health insurance offering for you and your family
20 weeks of parental leave
15 days PTO annually plus national and company holidays
Up to SG$75 per month reimbursement for internet
Initial Screening with Head of Talent (30m)
Introductory Interview with Hiring Manager (30m)
Role Related Knowledge Interview with Customer Success Lead - Reactive support (45m)
Joint cross-functional Interview with Singapore Country Manager & FinOps Manager (45m)
Final Interview with Sr Product Manager (30m)
