Arcana
Fintech & PaymentsDirect Greenhouse career site

Client Solutions Associate

Location
New York, NY
Job type
Full-time
Level
Mid-level
Experience
1+ year
Education
Bachelor's degree
Listed
30 days ago

Skills & highlights for this role

  • portfolio analytics
  • Excel
  • troubleshooting
  • client onboarding

Also useful

  • Bloomberg
  • FactSet
  • Aladdin
  • SQL
  • Python

Responsibilities

  • Serve as a primary point of contact for client questions, issues, and platform support requests
  • Troubleshoot and resolve client issues across portfolio analytics, data workflows, and platform functionality
  • Support onboarding and implementation projects for hedge funds and asset managers using Arcana's platform
  • Work closely with portfolio managers, analysts, operations teams, and risk teams to understand workflows and resolve analytical questions
  • Coordinate cross-functionally with product, engineering, and data teams to investigate and escalate complex issues
  • Help improve internal support processes, documentation, and client workflows
  • Identify recurring client pain points and provide feedback to help improve platform capabilities and user experience
  • Clearly communicate solutions, platform functionality, and analytical concepts to institutional users

Requirements

  • 1-4 years of experience in a client-facing, analytical, operations, or support-oriented role within financial services, fintech, or investment technology
  • Strong problem-solving and troubleshooting abilities with high attention to detail
  • Excellent communication and interpersonal skills
  • Ability to manage multiple client requests and priorities in a fast-paced environment
  • Strong organizational skills and ownership mentality
  • Comfort working with financial concepts, data workflows, and analytical platforms
  • Demonstrated interest in financial markets, portfolio management, or investment technology
  • Ability to collaborate effectively with clients, product managers, engineers, and data teams

Qualifications

  • Bachelor's degree in Finance, Economics, Engineering, Mathematics, Computer Science, or a related field
  • Strong academic performance preferred
  • Experience with Excel and analytical tools required
  • Familiarity with Bloomberg, FactSet, Aladdin, or similar financial platforms is a plus
  • Experience with SQL, Python, or other analytical/programming tools is beneficial but not required
  • Previous experience supporting institutional clients or enterprise software users is a plus

Location

Open to New York, Chicago, or Remote

About Arcana

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance, risk, and portfolio exposures. We're rethinking the analytical infrastructure institutional investors rely on-and we're hiring driven problem solvers who want to help shape the future of investment technology.

This is not a traditional client support role focused on scripted responses or ticket routing. Our Client Solutions / Support Associates work directly with sophisticated investment firms to help resolve analytical and operational issues, support onboarding and implementation workflows, and ensure clients are successful using Arcana's platform.

If you enjoy solving problems, working closely with institutional investors, and operating at the intersection of finance, analytics, and technology, we'd love to talk.

Read the original posting

From Arcana's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

Rolev.ai is a job search and application tool for US job seekers. For this Client Solutions Associate role at Arcana, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.

  • See how you fit

    Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.

  • Tailor without inventing

    Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.

  • Draft the full kit

    Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.

  • 1-Click Extension Autofill

    The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.

Start free with 5 tailored applications a monthChrome extensionFor AI assistantsPricingHow Rolev.ai comparesHow Greenhouse screens applications

Similar roles

Common questions

Where is the Client Solutions Associate job at Arcana located?

This Client Solutions Associate position at Arcana is located in New York, NY. Always check Arcana's application page for specific state eligibility or relocation policies.

What qualifications are required for Client Solutions Associate at Arcana?

For the Client Solutions Associate role, Arcana highlights 1+ year of relevant experience; a bachelor's degree; experience with portfolio analytics, Excel, troubleshooting, client onboarding. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Client Solutions Associate position at Arcana?

This listing links directly to Arcana's Greenhouse application page. You can apply directly on Arcana's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.

Tailor resume & applyCompany site