Senior Associate, Client Solutions
3 days ago
About the Role We are seeking a Senior Associate, Client Solutions to support Arcana's clients across onboarding, account setup, and ongoing platform adoption. In this role, you'll work closely with customers, partners, and internal teams to ensure accounts are configured accurately and clients are set up for long-term success. You'll proactively help clients navigate the Arcana platform, optimize their workflows, and translate financial insights into actionable strategies that drive meaningful value. You'll also collaborate with Product, Engineering, Sales, and Partnerships to align client needs with internal processes and ensure a smooth, consistent experience as clients deepen their use of Arcana. This role requires structured execution, clear communication, and strong client empathy. By coordinating effectively across teams and engaging directly with clients, you'll strengthen relationships, support product adoption, and contribute directly to Arcana's growth. Shift Timings: 6:00 PM IST - 3:00 AM IST/ 9:00PM IST - 6:00AM IST Location: Remote Key Responsibilities - Support new clients with account setup, onboarding workflows, and initial platform configuration. - Help clients navigate the Arcana platform and optimize their workflows. - Understand client objectives and guide them on best practices to drive adoption and long-term value. - Build strong, trust-based client relationships through consistent and proactive communication. - Collaborate with Product, Engineering, Sales, and Partnerships to align client needs with internal workflows. - Communicate client requirements clearly and help prioritize relevant enhancements or improvements. - Diagnose and resolve client questions, data issues, or workflow challenges with professionalism. - Escalate complex or technical issues to the appropriate internal teams while keeping clients informed. - Gather structured client feedback to support product development and workflow improvements. - Share insights from customer interactions to enhance onboarding, documentation, and the overall platform experience. Qualifications - Bachelor's or Master's degree in Finance, Economics, Applied Statistics & Analytics, or a related field. - 3-8 years of experience in client-facing roles within financial services, fintech, or institutional investing. - Experience working with hedge funds, asset managers, or institutional clients is highly preferred. - Strong analytical and problem-solving skills with comfort working in data-driven workflows. - Ability to understand client processes and translate product capabilities into actionable outcomes. - Familiarity with financial markets or institutional data/analytics tools is an advantage. - Excellent communication skills with the ability to engage senior-level clients effectively. - Strong collaboration skills when working with product, engineering, and technical teams.
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Senior Process Associate
2 weeks ago
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Process Associate
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Process Associate
3 weeks ago
Mysore, India Vlookup Business Solutions Pvt Ltd Full timeCompany Overview Vlookup Business Solutions started as an outsourcing business company in India with a Vision to provide high customer satisfaction and follow the highest standards of professionalism. Process Associate Job Brief Vlookup Business Solutions Pvt Ltd Job Title: Process Associate Position Type: Full-Time Location: Mysore, KA We are seeking a...
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Process Associate
3 weeks ago
Mysore, India Vlookup Business Solutions Pvt Ltd Full timeCompany OverviewVlookup Business Solutions started as an outsourcing business company in India with a Vision to provide high customer satisfaction and follow the highest standards of professionalism.Process Associate Job BriefVlookup Business Solutions Pvt LtdJob Title: Process AssociatePosition Type: Full-TimeLocation: Mysore, KAWe are seeking a highly...
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Process associate
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Mysore, India Vlookup Business Solutions Pvt Ltd Full timeCompany OverviewVlookup Business Solutions started as an outsourcing business company in India with a Vision to provide high customer satisfaction and follow the highest standards of professionalism.Process Associate Job BriefVlookup Business Solutions Pvt LtdJob Title: Process AssociatePosition Type: Full-TimeLocation: Mysore, KAWe are seeking a highly...
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Process Associate
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Mysore, India Vlookup Business Solutions Pvt Ltd Full timeCompany OverviewVlookup Business Solutions started as an outsourcing business company in India with a Vision to provide high customer satisfaction and follow the highest standards of professionalism.Process Associate Job BriefVlookup Business Solutions Pvt LtdJob Title: Process AssociatePosition Type: Full-TimeLocation: Mysore, KAWe are seeking a highly...
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