Client Success Associate

About the role

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.

Responsibilities

• 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.

Requirements

• 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.

Qualifications

• Familiarity with equity SMAs, the custodial working model, and sustainable finance considerations relevant to building equity portfolios is preferred.
• Experience managing client portfolios is preferred.

Skills

• 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.

Benefits