Client Success Associate

Client Success Associate

What you’ll do: 

Ethic is looking for exceptional Client Success candidates 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 (CS) tasks, including firm and advisor onboarding, ongoing email support, proposal and trading workflows, and driving platform adoption.

• 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 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 client experience 

Who you are: 

• You identify with our company Principles that define our culture, guide our actions, and allow us to do our best work:
• We are In Service of others - our clients, our colleagues, the company, and the world.
• We strive to be World Class - the best at what we do.
• You’re a problem solver, able to and interested in learning new things quickly to solve unique and challenging problems.
• You are driven, possess a strong work ethic, a bias towards action, and a desire to win as a team.
• You can communicate clearly and concisely in a variety of mediums.
• You operate with high integrity, doing the right thing when no one is looking.
• You take a long-term view towards contributing to a strong team with a culture of feedback.
• You’re passionate about positively impacting the future of our planet and humanity.

What you’ll offer: 

• At least 3+ years of relevant professional work experience
• Bachelor's degree strongly preferred
• Have financial services experience serving and interacting directly with clients 
• Prior experience working with RIAs, Family Offices, and/or Custodians (Preferred, not required)
• Possess a service-oriented mindset and are motivated to help others
• A proactive and eager learner, demonstrating a desire to understand client needs and platform intricacies
• Are 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:

We at Ethic partner with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. Our technology enables sophisticated investment solutions through a simple and engaging client experience. We empower advisors and institutions to deliver investments that reflect what matters most to them and their clients.

We're backed by investors including Oak HC/FT, Nyca Partners, Fidelity, UBS, Jordan Park Group, and Kapor Capital. We are an SEC Registered Investment Adviser based in New York City.

Our team is committed to fostering an environment that brings together diverse voices, perspectives, and lived experiences. We are striving to drive positive outcomes for investors and to contribute to a more sustainable and prosperous future for the world.

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
• Sponsored employee resource groups
• Regular lunch & learns and volunteering opportunities
• A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely

Location: New York, NY
This position will be expected to work from our Tribeca office 4-5 days per week to support team collaboration and client success workflows, allowing for some flexibility as needed.

Submit an application: 

If you are interested in applying for this role, please submit both a resume and a cover letter. 

Ethic values the diversity of our team and welcomes applications from all backgrounds and life experiences. In order to continuously grow a diverse team, we are taking a data-driven approach to understanding and iterating our hiring practices. Please complete the demographic survey below to support us in doing so.