Client Services Associate (Fintech)

NPAworldwide; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Equity participation

Hybrid work schedule (3 days in office

Generous PTO

Competitive health benefits

401(k) with employer match

Job summary

NPAworldwide is seeking a Client Services Associate (Fintech) in New York for a hybrid role requiring three days in the local office. Base salary ranges from $90,000 to $130,000 plus stock options, depending on experience.

The role supports client relationships across Sales, Legal, Product, and Finance throughout onboarding, launches, and reporting. Ideal candidates will have a finance-oriented bachelor’s degree and 2–4 years in client services or account management within financial services,

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• 2–4 years of experience in client services or account management within financial services with institutional clients.
• Strong interest in financial markets and indices.

Responsibilities

• Serve as an independent day-to-day contact for assigned client accounts.
• Build knowledge of clients' businesses, stakeholders, and use of firm indices.
• Manage onboarding from commercial agreement through contracting, implementation, and launch.
• Draft contracts from templates and coordinate reviews with Sales, Legal, and other stakeholders.
• Track milestones, launches, and deliverables; resolve issues delaying contracting or launch.
• Identify relationship risks and opportunities for expanded engagement.
• Maintain client, contract, project, and pipeline information in Salesforce.
• Provide sales operations support including pipeline reporting and data management.
• Use AI to analyze information, build dashboards, develop reports, and generate insights.
• Contribute to improvements in Client Services processes, reporting, tools, and controls.

Skills

Client relationship management

Verbal communication

Written communication

Highly organized

Independent work

Education

Bachelor's degree in finance/economics/business

Tools

Salesforce

Job description

Client Services Associate (Fintech)

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

Job Description

Client Services Associate (Fintech)

Industry: Financial Technology (Fintech)

Compensation: Base salary of $90,000$130,000, depending on experience, 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

• 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

• Bachelor's degree, preferably in finance, economics, business, or a related field
• 2 to 4 years of 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
• Experience tracking project milestones, launches, and deliverables and resolving issues that could delay contracting or launch is a plus
• Strong 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

Why Is This a Great Opportunity

What Our Client Offers

• Broad exposure to clients, products, and internal teams across the firm
• Opportunity to grow with a financial technology 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
• Competitive health benefits
• 401(k) with an employer match
• Collaborative, entrepreneurial environment alongside passionate and talented colleagues
• Cross-functional global environment spanning New York and London
• Strong and supportive leadership team
• Clear path for long-term growth