Client Services Associate (Fintech)

Right Executive Search, LLC; New York (NY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid schedule (3 days in office)

Generous PTO

401(k) with employer match

Equity participation

Job summary

Right Executive Search, LLC in New York, NY, is seeking a Client Services Associate in Fintech. You will manage institutional client relationships, support onboarding and contracting, and collaborate with Sales, Legal, Product, and Finance to drive launches and reporting.

The role blends relationship management with execution, offering potential growth into client-facing account management within a global fintech firm. Hybrid work supports balance with 3 days in the Midtown office.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• 2–8 years in client services or account management within financial services (institutional clients).
• Experience reviewing and/or drafting complex contracts from templates.
• Interest in financial markets and indices; familiarity with ETFs preferred.
• CRM experience (e.g., Salesforce) and tech-savvy with AI tools.

Responsibilities

• Serve as an independent day-to-day point of contact for assigned client accounts.
• Build deep knowledge of clients' businesses, stakeholders, and use of the firm's indices.
• Lead client onboarding from commercial agreement through contracting, implementation, and launch.
• Draft contracts from templates and coordinate reviews with Sales, Legal, and stakeholders.
• Track milestones, launches, and deliverables; resolve 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 tools to analyze information, build dashboards, create reports, and generate insights.
• Contribute to improvements in Client Services processes and controls.

Skills

Client services

CRM experience

Contract drafting

Onboarding

Communication skills

Project management

AI tools familiarity

Independent working

Education

Bachelor's degree in finance/economics/business

Tools

Salesforce

Job description

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

Industry: Financial Technology (Fintech)

Compensation: Base salary of $90,000–$120,000, 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
• Experience reviewing and/or drafting complex contracts from established templates
• 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
• Tech-savvy, with an enthusiasm for emerging AI tools and a proactive mindset toward leveraging them to optimize processes and fuel innovation.
• Experience managing client onboarding from commercial agreement through contracting, implementation, and launch is a plus
• Project management 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

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