Client Services Associate

MerQube Inc•New York, NY

8h•$100,000 - $120,000•Hybrid

About The Position

MerQube is a technology-driven index provider that designs, calculates, and administers indices used across financial products and investment strategies. The Client Services Associate supports and progressively takes ownership of client relationships throughout their lifecycle. The role develops a detailed understanding of clients, their businesses, projects, and use of MerQube’s indices and services, while coordinating with Sales, Legal, Index Production, Product, Finance, and other internal teams. The associate coordinates contracting, onboarding, implementations, launches, reporting, and ongoing client needs, while maintaining accurate client and pipeline information in Salesforce. As experience and business knowledge grow, the role takes on broader day-to-day responsibility for assigned accounts and becomes a trusted point of contact for clients and internal stakeholders. The position combines relationship management, project execution, sales operations support, and process improvement in a fast-moving, collaborative global organization. The role is based in New York, NY, with flexible arrangements including hybrid options.

Requirements

Bachelor’s degree, preferably in finance, economics, business, or a related field.
2–4 years of experience in client services, account management, financial services, indexing, asset management, management consulting, or a related field.
Strong interest in financial markets and desire to develop a deeper understanding of indices and index-linked products.
Strong verbal and written client-facing communication skills and confidence interacting professionally with a range of stakeholders.
Highly organized and detail-oriented, with the ability to manage multiple clients, projects, contracts, and deadlines simultaneously.
Solutions-oriented and proactive, able to identify issues, coordinate across teams, and drive matters toward resolution.
Comfort working independently in a fast-paced, collaborative, global organization.

Nice To Haves

Familiarity with ETFs and other financial products that use, reference, or track indices is strongly preferred.
Exposure to structured products, derivatives, asset management, or index licensing is a plus.
Experience with Salesforce or another CRM platform is strongly preferred.

Responsibilities

Develop a strong understanding of assigned clients, their businesses, stakeholders, projects, and use of MerQube indices and services.
Build client relationships and increasingly serve as an independent point of contact for day-to-day needs.
Monitor client activity and proactively follow up on open items, launches, contractual requirements, and deliverables.
Coordinate with internal teams to address client questions and issues accurately and efficiently.
Identify relationship risks, additional client needs, and opportunities for expanded engagement, and communicate them to relevant teams.
Take broader ownership of assigned client relationships over time and help deliver a consistent, high-quality client experience.
Manage client onboarding from commercial agreement through contracting, implementation, and launch.
Understand project details, including the product, index role, counterparties, services, and commercial and contractual terms.
Draft contracts using established templates and coordinate reviews with Sales, Legal, and other stakeholders.
Work with clients to complete contracts and onboarding, identifying and resolving potential delays.
Track project milestones and communicate key information and requirements across internal teams.
Maintain accurate, timely client, contract, contact, project, and relationship information in Salesforce.
Use Salesforce and internal tools to monitor client activity, pipeline, contractual events, launches, reporting obligations, and relationship requirements.
Use AI and other technology responsibly to analyze information, identify insights, develop dashboards and reporting, and improve client relationship management.
Contribute to improvements in Client Services processes, reporting, tools, and controls.
Work with Sales to maintain accurate and current pipeline information, opportunities, next steps, and other data in Salesforce.
Provide sales operations support, including pipeline reporting, data management, and coordination of information across teams.
Support smooth transitions from prospective opportunities to contracting, onboarding, and ongoing account management.
Provide client and pipeline context to internal teams and help ensure projects and requests are prioritized and communicated appropriately.
Collaborate with Sales and Marketing on client communications, events, and other relationship initiatives as appropriate.