Client Success Associate

Ethic; New York (NY); On-site; USD 95,000 - 105,000; Full time

Benefits offered by this job

Health insurance

401k with employer match 3.5%

Unlimited PTO

Parental leave (16 weeks)

Wellness stipend

Education stipend

Employee resource groups

Office in Tribeca

Job summary

Ethic is seeking a Client Success Associate in New York to support the growth of our client base. You will be the main contact for day-to-day service needs, collaborating with Relationship Managers, Portfolio Managers, and the Sustainability team to deliver portfolios and ensure client satisfaction.

This independent contributor role focuses on onboarding, ongoing email support, trading workflows, and platform adoption, with a path to broader responsibilities within the first year.

Qualifications

• 2+ years of relevant professional work experience.
• Bachelor's degree strongly preferred.
• Financial services experience serving and interacting directly with clients.
• Prior experience working with institutional clients, RIAs, Family Offices, and/or Custodians strongly preferred.
• Prior experience independently managing client outreach and communications without close oversight.
• Familiarity with equity SMAs, the custodial working model, and sustainable finance considerations relevant to building equity portfolios is preferred.
• Experience managing client portfolios is preferred.
• A clear understanding of the risk and urgency inherent in trading‑related outreach, and comfort moving quickly and precisely (i.e. not laid-back about response times).
• A proactive and eager learner, comfortable digging into new technology and internal resources to get up to speed quickly.
• 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.

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 institutional 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 experience.
• Build toward independently covering team member responsibilities and taking on more senior scope within your first year.

Skills

Client service

Portfolio management

Institutional clients

Trading outreach

Onboarding

Email support

Sustainability

Cross-functional teamwork

Education

Bachelor's degree

Job description

Client Success Associate

Location: New York, NY (in office at least 5 days a week)

Overview

Ethic is looking for a Client Success Associate 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.

Role

This role is an independent contributor focused on daily Client Success tasks, including firm and advisor onboarding, ongoing email support, proposal and trading workflows, and driving platform adoption. More specifically you will:

• 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 institutional 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 experience.
• Build toward independently covering team member responsibilities and taking on more senior scope within your first year.

What you'll offer

• 2+ years of relevant professional work experience.
• Bachelor's degree strongly preferred.
• Financial services experience serving and interacting directly with clients.
• Prior experience working with institutional clients, RIAs, Family Offices, and/or Custodians strongly preferred.
• Prior experience independently managing client outreach and communications without close oversight.
• Familiarity with equity SMAs, the custodial working model, and sustainable finance considerations relevant to building equity portfolios is preferred.
• Experience managing client portfolios is preferred
• A clear understanding of the risk and urgency inherent in trading‑related outreach, and comfort moving quickly and precisely (i.e. not laid-back about response times).
• A proactive and eager learner, comfortable digging into new technology and internal resources to get up to speed quickly.
• 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.

About Ethic

Ethic delivers customized, tax‑smart and values aligned investing for advisors and institutions. We provide the intelligent infrastructure and institutional expertise required to manage customized portfolios with precision and scale. Our vision is a future where everyone can invest with intention.

Today, we manage over $10 billion in assets and serve over 350 firms. We're backed by investors including Oak HC/FT, Nyca, Fidelity, UBS, State Street, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City.

We are a purpose‑driven team that brings deep expertise in institutional investing, technology, and design.

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 $95,000 - $105,000 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
• An annual professional development stipend
• Sponsored employee resource groups
• Regular lunch & learns and volunteering opportunities
• A fully-stocked office in lower Manhattan

Location: New York, NY — this position is expected to work from our Tribeca office 5 days a week.