USD per year
Customer Success Associate
$65K - $80KNew York, NY, US / Philadelphia, PA, US Job type Full-time Role Support Experience 1+ years Visa US citizen/visa only
About the role
About Aqua
Aqua is the operating system for wealth channel alternatives. We are building the platform for independent broker-dealers (IBDs) and independent financial advisors (RIAs) to invest in alternative assets. We are on track to process $5B in new transactions for 2025, with customer logos including some of the largest RIAs/BDs in the nation and asset managers including Blackstone, Apollo, JLL, Blue Owl, etc.
About the Role
The Customer Success Associate is the front line of customer experience, responsible for resolving end user issues, managing inbound requests, and ensuring smooth daily use of the platform by advisors, analysts, and operations staff. This role is critical to customer satisfaction, retention, and feedback collection for the broader team.
What You99ll Do
*Customer Support* Manage user issues from intake to resolution,... [truncated for brevity]
The world’s first Turnkey Alternative Investment Platform (TAIP). A unified platform to handle the end-to-end investment management lifecycle for any alternative asset, designed for the entire wealth channel. Provides a TAIP-native ecosystem where data flows freely, replacing patchwork alternative asset workflows with a single unified operating system. Offers modular product lines including Enterprise TAIP (AIX by Aqua), Access Vehicles, Marketplace, Fund Factory, and Document Intelligence. Built for operational, compliance, and security demands of wealth-channel alternatives with audit trails, enterprise support with SLAs, SOC-2 compliant security, and deployment options including private deployments.
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