Client Relationship Manager

4-6 year of experience in a client facing role at a financial services firm
Strong knowledge of equity investments
Experience working with financial advisors
Excellent attention to detail
Excellent organizational skills with an ability to multitask and prioritize
Excellent communication and presentations skills – both written and verbal
Excellent problem solving skills
A demonstrated passion for sustainability issues
A demonstrated ability to meet revenue or other client goals
A demonstrated ability to take ownership of your work while effectively collaborating

Work both independently as well as collaboratively with other Growth team members to cultivate strong client relationships and build trust with RIAs
Deeply understand clients needs and successfully communicate Ethics value proposition and products
Align stakeholders, both internally and externally, on the right Ethic solution for the client
Oversee the execution of ongoing account service requests in a timely fashion, ensuring advisors have a great experience
Proactively identify opportunities for process improvement, automation, and enhancing the client experience through partnering closely with our product and investments teams
Cultivate strong client-centric relationships in order to accelerate the transition to sustainable investing

You’re passionate about positively impacting the future of our planet and humanity
You’re independent and comfortable working at a small, fast-paced environment
You’re kind, curious, and interested in other people’s perspectives
You’re inventive and excited about building something new
You’re open-minded and value diversity
You’re a proactive and creative thinker
You’re comfortable with ambiguity and are naturally inclined to help solve problems/close gaps