Client Success Associate

| New York, NY, USA | Hybrid
Employer Provided Salary: 75,000-90,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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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 values-aligned portfolios to Ethic’s clients.

  • 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
  • Capture insights related to Ethic’s client base, raising feedback to cross-functional teams in support of improved efficiencies & enhanced client experience
  • Support on-going account management and triage inbound requests for clients in partnership with Relationship Managers
  • 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 prioritize building strong relationships, and enjoying the journey 
  • You’re kind, curious, and interested in other people’s perspectives
  • You enjoy solving hard problems and learning from others along the way
  • You’re inventive and excited about building something new 
  • You’re passionate about positively impacting the future of our planet and humanity

What you’ll offer: 

  • At least 2-4 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 is considered but not required
  • Possess a service-oriented mindset and are motivated to help others
  • Are well-organized, deadline driven, proactive, and posses 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:

Ethic is working toward a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. 

Our team is committed to fostering an environment that brings together many different voices, perspectives and lived experiences to accelerate the global transition to sustainable investing.

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 $75,000 - $90,000 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/office usage: New York, NY

This position will be expected to work from our Tribeca office a minimum of 3 days per week (4-5 while onboarding) 

Submit an application: 

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

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. 

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Technology we use

  • Engineering
    • JavaLanguages
    • JavascriptLanguages
    • ScalaLanguages
    • CassandraDatabases
    • MySQLDatabases

Location

A quiet and beautiful neighborhood in lower Manhattan!

An Insider's view of Ethic

What's something quirky about your company?

Our people - at Ethic, quirkiness and excellence go hand-in-hand. We do our best to foster an environment where everyone feels truly comfortable to be themselves. No dull, faded work personas here. And because it's my fundamental belief that deep-down all human beings are quirky in their own way, you end up with the wonderful situation we have.

Aleksandr

Engineering Associate

How do you empower your team to be more creative?

Creating an environment and space where people feel comfortable to make mistakes & explore ideas that don't follow normal patterns. It's about adding and removing constraints, adding people and processes so we can look at problems from different angles. Finally it's about celebrating the journey. Usually the process is more fun than the outcome.

Johny

Co-founder & Chief Product Officer

What makes someone successful on your team?

Someone who has an open mind and thinks creatively and critically, will thrive at Ethic. Also being passionate about making a positive impact and taking initiative to make that happen - those are the people that are most successful.

Jane

Portfolio Manager

What are Ethic Perks + Benefits

Culture
Volunteer in local community
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Work from home whenever it makes sense for you! Or join us in our NYC office.
Diversity
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Dental insurance
Vision insurance
Health insurance
Ethic provides 4 Aetna plans, and covers 100% of premiums for both employees and their dependents on the two base plans.
Life insurance
Financial & Retirement
Company equity
Child Care & Parental Leave
Generous parental leave
After one year, all Ethic employees are eligible for 16 week a paid parental leave.
Family medical leave
Vacation + Time Off
Unlimited vacation policy
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
40 hours each year
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Home-office stipend for remote employees
Professional Development
Lunch and learns
Promote from within

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