Client Services Associate (Fintech)

Right Executive Search, LLC; New York (NY); Híbrido; USD 90 000 - 130 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work schedule

Generous PTO

401(k) with employer match

Stock options

Resumo da oferta

Right Executive Search, LLC in New York is seeking a Client Services Associate to support and own client relationships across their lifecycle. You will partner with Sales, Legal, and Product to manage onboarding, contracting, launches, and reporting.

The role blends relationship management with execution, offering a path into client-facing account management within a growing fintech environment.

Qualificações

• Bachelor's degree in finance, economics, business, or related field.
• 2–8 years in client services or account management with institutional clients.
• Strong interest in financial markets and indices.
• Familiarity with ETFs preferred.
• Experience drafting contracts from established templates.
• CRM experience with Salesforce.

Responsabilidades

• Serve as an increasingly independent day-to-day point of contact for assigned client accounts.
• Build deep knowledge of clients' businesses, stakeholders, projects, and index usage.
• Manage client onboarding from commercial agreement through contracting, implementation, and launch.
• Draft contracts and coordinate reviews with Sales, Legal and stakeholders.
• Track milestones, launches and deliverables, resolving issues delaying contracting or launch.
• Identify relationship risks and opportunities for expanded engagement.
• Maintain accurate client, contract, project, and pipeline information in Salesforce.
• Provide sales operations support, including pipeline reporting and data management.
• Use AI and technology to analyze information, build dashboards, and generate insights.
• Contribute to process improvements in Client Services as the business scales.

Conhecimentos

Relationship management

Onboarding execution

Cross-functional collaboration

Analytical thinking

Communication skills

Financial markets interest

Formação académica

Bachelor's degree in finance/economics/business

Ferramentas

Salesforce

Descrição da oferta de emprego

New York, NY (Hybrid, minimum of 3 days per week in the midtown office)

Industry: Financial Technology (Fintech)

Compensation: Base salary of $90,000–$130,000, DOE, plus stock options

About the Role

Our client is a growing technology-driven fintech servicing institutional clients seeking an experienced Client Services Associate (CSA) that will support and increasingly take ownership of client relationships throughout their lifecycle, partnering closely with Sales, Legal, Index Production, Product, and Finance on contracting, onboarding, launches, and reporting. This role is ideal for someone who enjoys combining relationship management with execution, and it offers a clear path into client-facing account management within a growing global firm.

Key Responsibilities of the Client Services Associate (Fintech)

• Serve as an increasingly independent day-to-day point of contact for assigned client accounts
• Build deep knowledge of clients' businesses, stakeholders, projects, and use of the firm's indices
• Manage client onboarding from commercial agreement through contracting, implementation, and launch
• Draft contracts from established templates and coordinate reviews with Sales, Legal, and other stakeholders
• Track project milestones, launches, and deliverables, resolving issues that could delay contracting or launch
• Identify relationship risks, additional client needs, and opportunities for expanded engagement
• Maintain accurate client, contract, project, and pipeline information in Salesforce
• Provide sales operations support, including pipeline reporting, data management, and cross-team coordination
• Use AI and other technology to analyze information, build dashboards, develop reports, and generate actionable insights
• Contribute to improvements in Client Services processes, reporting, tools, and controls as the business scales

Qualifications of the Client Services Associate (Fintech)

• Bachelor's degree, preferably in finance, economics, business, or a related field
• 2 to 8 years of relevant experience in client services or account management within the financial services industry, working with institutional clients
• Strong interest in financial markets and a desire to deepen knowledge of indices and index-linked products
• Familiarity with ETFs strongly preferred
• Exposure to structured products, derivatives, or index licensing is a plus
• Salesforce or other CRM experience
• Experience managing client onboarding from commercial agreement through contracting, implementation, and launch is a plus
• Experience reviewing and drafting contracts from established templates is a plus
• Experience tracking project milestones, launches, and deliverables and resolving issues that could delay contracting or launch is a plusStrong verbal and written client-facing communication skills across a range of stakeholders
• Highly organized, detail-oriented, proactive, and resourceful, with the ability to work independently in a fast-paced global team and adapt to shifting priorities
• Experience within a smaller, fast-growing company and a global team is a plus

What Our Client Offers

• Broad exposure to clients, products, and internal teams across the firm
• Opportunity to grow with a financial technology (fintech) firm expanding its global client base
• Competitive base salary and equity participation
• Hybrid work schedule (3 days in the office) with a strong emphasis on work-life balance
• Generous PTO
• 401(k) with an employer match
• Collaborative, entrepreneurial environment alongside passionate and talented colleagues
• Cross-functional global environment spanning New York and London