Client Success Associate

Client Success Associate position at Ethic, supporting the growth of client base, with responsibilities including client pipeline management, daily trading workflow, and client onboarding. We're looking for exceptional candidates with a service-oriented mindset and financial services experience.

Requirements

• At least 3+ years of relevant professional work experience
• Bachelor's degree strongly preferred
• 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

Benefits

• Medical, dental & vision insurance
• 401k with sustainable investment options and an employer match up to 3.5%
• Unlimited paid time off
• 16-weeks of paid parental leave
• 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