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Client Success Associate



Customer Service
New York, NY, USA
Posted on Wednesday, April 17, 2024

What you’ll do:

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 values-aligned portfolios to Ethic’s clients.

  • 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
  • Capture insights related to Ethic’s client base, raising feedback to cross-functional teams in support of improved efficiencies & enhanced client experience
  • Support on-going account management and triage inbound requests for clients in partnership with Relationship Managers
  • 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

Who you are:

  • You prioritize building strong relationships, and enjoying the journey
  • You’re kind, curious, and interested in other people’s perspectives
  • You enjoy solving hard problems and learning from others along the way
  • You’re inventive and excited about building something new
  • You’re passionate about positively impacting the future of our planet and humanity

What you’ll offer:

  • At least 2-4 years of relevant professional work experience
  • Bachelor's degree strongly preferred
  • Have financial services experience serving and interacting directly with clients
  • Prior experience working with RIAs, Family Offices, and/or Custodians is considered but not required
  • Possess a service-oriented mindset and are motivated to help others
  • Are well-organized, deadline driven, proactive, and posses 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

About Ethic:

Ethic is working toward a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Our team is committed to fostering an environment that brings together many different voices, perspectives and lived experiences to accelerate the global transition to sustainable investing.

Compensation & Benefits:

Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits.

The base salary for this role will range from $75,000 - $90,000 per year, commensurate with experience.

In addition, this position is eligible for variable compensation tied to predetermined goals and key results.

Our benefits package includes;

  • 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

Location/office usage: New York, NY

This position will be expected to work from our Tribeca office a minimum of 3 days per week (4-5 while onboarding)

Submit an application:

If you are interested in applying for this role, please submit both a resume and a cover letter below.

Ethic values the diversity of our team and welcomes applications from all backgrounds and life experiences. In order to continuously grow a diverse team, we are taking a data-driven approach to understanding and iterating our hiring practices. Please complete the demographic survey below to support us in doing so.