Hiring: Client Success Associate Company: Ethic Location: New York, NY Job Posted Time: 2026-09-17 11:06:08 About the job Experience: •2+ years of relevant professional work experience. Required Skills: •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. •2+ years of relevant professional work experience. Qualifications: •Bachelor's degree strongly preferred. Compensation: •$95,000 - $105,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!