Fintech CSA: Onboarding & Accounts (Hybrid)

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

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.