Operations Associate Jobs

Your Role
Arta is on an audacious and incredibly rewarding mission: to pave the way for people everywhere to lead more successful financial lives. We value trust, teamwork, and adaptability.
As part of the Operations team at Arta, you will play a key role by developing customer relationships and overseeing the core operational processes that consistently deliver outstanding experiences to our members. In doing so, you will work closely with both internal (operations, product, compliance, engineering) and external (broker-dealers, other parties in the investment ecosystem) stakeholders. The ideal candidate should be an advocate for the experience of our members and passionate about wanting to understand how things work behind-the-scenes.
What You Will Do

• Prepare data reports on key operational metrics
• Act as the first point of contact for all member communications – resolving, triaging, and escalating to deliver positive client experiences
• Collaborate with our operations, product, compliance and engineering teams to design new and enhance existing processes
• Own the relationship between Arta Finance and our members, building trust through daily interactions to help them get the most out of their Arta membership
• Execute critical operational processes in the areas of trading, reconciliation, onboarding, customer risk assessment/management, money transfers

Who You Are

• Communication is one of your most salient strengths. You are proactive, empathetic, clear, and compelling in your written and oral communication.
• Strong attention to detail and ability to work independently
• Technical problem-solving skills: Enjoy diving into root causes and breaking down complex problems
• 2+ years of business operations experience in a client-facing role in financial services, ideally in the investments space.
• Passion for financial services and technology
• Bonus: Experience in a dynamic, fast-paced startup environment, working with critical systems
• Bachelor’s degree required
• You are located in the Bay Area, and you can work from the Mountain View office as needed
• Bonus: Series 7, 24 and 66 licenses

What We Offer

• High deductible health plan available with health savings account contribution
• We have a robust health insurance offering for you and your family
• Complimentary One Medical membership for individuals and dependents
• 20 weeks of parental leave
• 15 days PTO annually and end of year shutdown
• Catered office meals
• Training and internal education in finance, investment and trading

Arta's Compensation Philosophy
We determine your level based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days.
Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.
IC I: $110,000-$180,000
IC II: $160,000-$230,000
IC III: $180,000-$300,000