Client Success Associate

Ethic
New York
Workplace: OnsiteFull timeUSD 95,000 - 105,000 annuallyFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Independent work","Communication","Problem-solving","Time management","Stakeholder management"]

Own day-to-day client success for institutional and advisor clients, supporting onboarding, proposal and trading workflows, and platform adoption. Manage the client pipeline, facilitate portfolio proposal requests, and deliver timely email support to resolve issues across proposals, trading, and usage. Partner with internal relationship and portfolio teams to execute onboarding and surface feedback to improve operational efficiency and client experience.

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FursaFursa
Ethic
Ethic
2 days ago

Client Success Associate

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Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Own day-to-day client success for institutional and advisor clients, supporting onboarding, proposal and trading workflows, and platform adoption. Manage the client pipeline, facilitate portfolio proposal requests, and deliver timely email support to resolve issues across proposals, trading, and usage. Partner with internal relationship and portfolio teams to execute onboarding and surface feedback to improve operational efficiency and client experience.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Manage client pipeline by facilitating portfolio proposal requests and presenting proposals to advisors.
  • •Run daily trading workflows, including time-sensitive outreach and exceptional service across client communications.
  • •Execute firm and advisor operational onboarding with Relationship Managers and identify scalable operational enhancements.
  • •Provide prompt email support for day-to-day inquiries and troubleshoot proposal, trading, and platform usage issues.
  • •Capture client insights and feed feedback to cross-functional teams to improve efficiencies and client experience.

Pay and Benefits

Salary: USD 95,000 - 105,000 annually
Perks:Health InsuranceDentalVision401kPaid LeaveLearning BudgetEquity

Key Requirements

  • •2+ years of relevant professional work experience.
  • •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.
  • •Well-organized, deadline-driven approach with strong follow-up and comfort moving quickly for trading-related outreach.
Experience:2+ yearsFinancial servicesInstitutional investingRIAFamily OfficeCustodians
Education:Bachelor's
Skills:Independent workCommunicationProblem-solvingTime managementStakeholder management
Languages:English

Company Brief

Ethic
Provides sustainable, custom investment portfolios and ESG-driven asset management for institutions and advisors, combining stewardship, research, and technology to align capital with clients' environmental and social goals.
Industry: Asset Management
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Headquarters: New York, United States
Founded: 2015
WebsiteLinkedIn