Client Success Associate — Onsite NYC (Institutional)

Ethic Inc.; New York (NY); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Medical, dental & vision insurance

401k with employer match

Unlimited paid time off

Paid parental leave

Wellness & education stipend

Fully-stocked office in Manhattan

Job summary

Ethic is seeking a Client Success Associate in New York, NY, to support the growth of our client base. This role focuses on onboarding firms and advisors, daily client outreach, and driving platform adoption.

You will partner with Relationship Managers to execute onboarding and enhance efficiency. Daily tasks include email support, proposal and trading workflow management, and capturing client insights to improve the experience.

Qualifications

• 2+ years of relevant professional work experience.
• Financial services experience serving and interacting directly with clients.
• Prior experience with institutional clients, RIAs, Family Offices, and/or Custodians.
• Independently managing client outreach and communications without close oversight.
• Familiarity with equity SMAs and sustainable finance considerations relevant to building equity portfolios.

Responsibilities

• Manage client pipeline including facilitating portfolio proposal requests through internal Ethic systems and presenting proposals to advisors.
• Manage daily trading workflow with time-sensitive client outreach and exceptional service.
• Collaborate with Relationship Managers on firm & advisor onboarding and scalable improvements.
• Provide prompt email support for inquiries, troubleshoot proposals and trading workflows.
• Capture insights from institutional clients and relay feedback to cross-functional teams.

Skills

2+ years experience

Client outreach

Financial services experience

Institutional clients experience

Independent outreach management

Problem solving & fast response

Education

Bachelor's degree

Job description

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

What you'll do

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.

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.
• 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 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
• 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.

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When you apply to a job on this site, the personal data contained in your application will be collected by Ethic Inc. (“Ethic”), which is located at 250 W. Broadway, 5th Floor, New York, NY 10013 and can be contacted by [e-mail]. Your personal data will be processed for the purposes of managing Ethic’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Ethic, which are the solicitation, evaluation, and selection of applicants for employment.

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Your personal data will be retained by Ethic as long as Ethic determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have the right to data portability. In addition, you may lodge a complaint with an EU supervisory authority.

LinkedIn Profile

Website

Are you legally eligible to work in the United States? *

GDPR Disclosure *

When you apply to a job on this site, the personal data contained in your application will be collected by Ethic Inc. (“Ethic”), which is located at 250 W. Broadway, 5th Floor, New York, NY 10013 and can be contacted by [e-mail]. Your personal data will be processed for the purposes of managing Ethic’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Ethic, which are the solicitation, evaluation, and selection of applicants for employment.

Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Ethic to help manage its recruitment and hiring process on Ethic’s behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site.

Your personal data will be retained by Ethic as long as Ethic determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have the right to data portability. In addition, you may lodge a complaint with an EU supervisory authority.

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If yes, please briefly describe the nature of the restriction, the parties involved, and its duration. Ethic respects the contractual obligations you may owe to others and uses this information solely to evaluate fit and avoid conflicts.

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