Client Success Associate

At least 3+ years of relevant professional work experience
Bachelor’s degree strongly preferred
Have financial services experience serving and interacting directly with clients
Possess a service-oriented mindset and are motivated to help others
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
Work well independently and as part of a team

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

Prior experience working with RIAs, Family Offices, and/or Custodians is preferred but not required
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