Ethic · 3 hours ago
Client Success Associate
New York, NY
Full-time
Onsite
Mid Level
$95K/yr - $105K/yr
3+ years expEthic is a company that partners with advisors and institutions to deliver personalized, values-aligned, and tax-smart investing. They are seeking a Client Success Associate to support the growth of their client base by managing client pipelines, facilitating onboarding, and providing exceptional service to clients.
FinanceFinancial ServicesFinTechImpact InvestingSustainability
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 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 client experience
Qualification
Required
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
A proactive and eager learner, demonstrating a desire to understand client needs and platform intricacies
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
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
Preferred
Prior experience working with RIAs, Family Offices, and/or Custodians
Benefits
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
Company
Ethic
Ethic develops technology that helps wealth advisors.
51-200 employees
Funding
Current Stage
Late StageTotal Funding
$162.8MKey Investors
State Street Global AdvisorsJordan ParkOak HC/FT
2025-04-03Series D· $64M
2022-09-14Series C· $50M
2021-03-30Series B· $29M
Leadership Team
Doug Scott
CEO & Co-founder
Jay Lipman
Co-founder & President
Recent News
2026-01-06
500 global
2026-01-06
2025-04-08
Company data provided by crunchbase