Client Success Associate
About The Position
Ethic is looking for exceptional Client Success candidates to support the growth of our client base. The Client Success function serves as the main point of contact for clients in their day to day service needs. You'll work closely with Relationship Managers, Portfolio Managers, and members of Ethic's Sustainability team to deliver portfolios to Ethic's clients. This role is an independent contributor focused on daily Client Success (CS) tasks, including firm and advisor onboarding, ongoing email support, proposal and trading workflows, and driving platform adoption.
Requirements
- At least 3+ years of relevant professional work experience
- Bachelor's degree strongly preferred
- Have financial services experience serving and interacting directly with clients
- Possess a service-oriented mindset and are motivated to help others
- A proactive and eager learner, demonstrating a desire to understand client needs and platform intricacies
- Are well-organized, deadline driven, proactive, and possess strong follow-up
- Enjoy collaborative environments and communicate effectively with a broad range of stakeholders while managing multiple priorities simultaneously
- Enjoy solving problems - if you don't know the answer, you'll dig until you find it
- Work well independently and as part of a team
Nice To Haves
- Prior experience working with RIAs, Family Offices, and/or Custodians (Preferred, not required)
Responsibilities
- Manage client pipeline including facilitating portfolio proposal requests through internal Ethic systems, presenting proposals to advisors, and supporting advisors through portfolio implementation
- Manage daily trading workflow with a focus on time-sensitive client outreach, providing exceptional service through all communication with clients and their teams
- Partner with Relationship Managers to execute on firm & advisor operational onboarding, identifying additional enhancements with a particular focus on scalable solutions
- Provide prompt and effective email support for day-to-day inquiries, troubleshooting issues related to proposals, trading workflows, and general platform usage.
- Capture insights related to Ethic's client base, raising feedback to cross-functional teams in support of improved efficiencies & enhanced client experience
- Contribute to the continuing innovation and evolution of client success processes within Ethic, to help provide our clients with a best in class client experience
Benefits
- Medical, dental & vision insurance - premiums 100% covered by Ethic
- 401k with sustainable investment options and an employer match up to 3.5%
- Unlimited paid time off
- 16-weeks of paid parental leave
- An annual wellness & education stipend
- Sponsored employee resource groups
- Regular lunch & learns and volunteering opportunities
- A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
51-100 employees
