Jobs
>
New York City

    Client Success Associate - New York, United States - Ethic

    Ethic
    Ethic New York, United States

    3 weeks ago

    Default job background
    Full time
    Description

    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.

  • Fitch Ratings

    Customer Success Associate

    1 week ago

    Fitch Ratings New York, United States

    Customer Success Associate - CreditSights · Fitch Solutions is currently seeking a Customer Success Associate - CreditSights based out of our New York City office. As a trusted partner, a Customer Success Associate will expertly blend relationship management, training and educati ...

  • Net At Work

    Customer Success Associate

    4 weeks ago

    Net At Work New York, United States

    · Position at Net at Work · About Net at work: · Net at Work provides next-generation technology solutions and services that enable our clients to unleash the power of their businesses. These solutions are customized to meet the demands of specific industries through the integ ...

  • Fitch Group

    Customer Success Associate

    1 week ago

    Fitch Group New York, United States

    Customer Success Associate - CreditSights · Fitch Solutions is currently seeking a Customer Success Associate - CreditSights based out of our New York City office. As a trusted partner, a Customer Success Associate will expertly blend relationship management, training and educat ...

  • Sotheby's Corporation

    Associate, Client Success, SFS

    2 weeks ago

    Sotheby's Corporation New York, United States

    Underwriting Coordinate with Sothebys auction house departments to complete all diligence and underwriting requirements per the SFS Loan Policy Liaise with clients to gather necessary supporting documentation (proof of ownership/identity, corporate Client Success, Associate, Prop ...

  • Sotheby's

    Associate, Client Success, SFS

    2 weeks ago

    Sotheby's New York, United States

    ABOUT SOTHEBY'S · Established in 1744, Sotheby's is the world's premier destination for art and luxury. Sotheby's promotes access to and ownership of exceptional art and luxury objects through auctions and buy-now channels including private sales, e-commerce and retail. Our trust ...

  • Angi

    Associate Manager, Company Success

    2 hours ago

    Angi New York, United States

    About the Team · Angi is seeking to fill this key role in its Services team, specifically within Retail Partnerships. The Retail Partnerships team focuses on growth through B2B2C business with retailers. Angi Services is a crucial growth pillar for Angi and has grown to triple-d ...

  • Angi

    Associate Manager, Company Success

    22 hours ago

    Angi New York, United States

    About the Team · Angi is seeking to fill this key role in its Services team, specifically within Retail Partnerships. The Retail Partnerships team focuses on growth through B2B2C business with retailers. Angi Services is a crucial growth pillar for Angi and has grown to triple-d ...

  • Drawbridge Partners

    Client Success Program Associate

    2 weeks ago

    Drawbridge Partners New York, United States

    Job Description · Job DescriptionCLIENT SERVICE PROGRAM ASSOCIATE · Department: Client Success · Working in Client Success · The Client Success team is a core group within Drawbridge. As an agile team, Client Success works to provide best in class consulting, service and support ...

  • Cognitiv

    Associate Client Success Manager

    2 weeks ago

    Cognitiv New York, United States

    Cognitiv has been revolutionizing the programmatic/ad tech space for the last 8 years as the only programmatic buying platform to leverage Deep Learning in real-time. We use Deep Learning (the most sophisticated machine learning) to build custom algorithms for digital marketers t ...

  • Shipfusion

    Associate Customer Success Manager

    2 weeks ago

    Shipfusion York, United States

    Job Description · Job DescriptionShipfusion gives brands the best tools possible for building a successful eCommerce operation. We were founded by a team of long-time eCommerce and logistics professionals who believe retailers should be able to trust their fulfillment partners as ...

  • Sky IT Group

    Customer Success Associate

    3 weeks ago

    Sky IT Group New York, United States

    Customer Success Associate (Business Analyst) - SKYPAD · About Sky IT: · Sky I.T. Group is the home of SKYPAD, a leading B2B SaaS platform, supporting the collaboration of the world's most recognizable brands with the top retailers across the globe. Leveraging automation and self ...

  • Maven Clinic

    Client Success Associate

    4 weeks ago

    Maven Clinic New York, United States

    Maven is the world's largest virtual clinic for women and families on a mission to make healthcare work for all of us. Maven's award-winning digital programs provide clinical, emotional, and financial support all in one platform, spanning fertility & family building, maternity & ...

  • Chess At Three

    Customer Success Associate

    3 weeks ago

    Chess At Three New York, United States

    Company Description: · Thinking Cup Learning ("TCL") is a VC-backed early education company based in New York City that uses the power of storytelling to break down complex subjects for young children ages three and up. · We teach tricky subjects like chess and music through fu ...

  • Sky IT Group

    Customer Success Associate

    2 weeks ago

    Sky IT Group New York, United States

    Customer Success Associate (Business Analyst) - SKYPAD · Please make an application promptly if you are a good match for this role due to high levels of interest. · About Sky IT: · Sky I.T. Group is the home of SKYPAD, a leading B2B SaaS platform, supporting the collaboration ...

  • Sky IT Group

    Customer Success Associate

    4 weeks ago

    Sky IT Group New York, United States

    Customer Success Associate (Business Analyst) - SKYPAD · About Sky IT: · Sky I.T. Group is the home of SKYPAD, a leading B2B SaaS platform, supporting the collaboration of the worlds most recognizable brands with the top retailers across the globe. Leveraging automation and sel ...

  • Optimove

    Customer Success Associate

    3 days ago

    Optimove New York, United States

    · ASSOCIATES PROGRAM FOR CLASS OF 2024 GRADS ONLY · Optimove is a global marketing tech company, recognized as a Leader by Forrester and a Challenger by Gartner. We work with some of the world's most exciting brands, such as Sephora, Staples, and Entain, who love our thought-pr ...

  • Fitch

    Customer Success Associate

    2 days ago

    Fitch New York, United States

    Customer Success Associate - CreditSights · Fitch Solutions is currently seeking a Customer Success Associate - CreditSights based out of our New York City office. As a trusted partner, a Customer Success Associate will expertly blend relationship management, training and educati ...

  • Eulerity

    Customer Success Associate

    1 week ago

    Eulerity New York, United States

    Eulerity is a rapidly growing technology company providing marketing automation technology to small businesses and franchises. · Our industry-recognized proprietary software solution supports the creation, execution, and analysis of paid marketing across all major digital channe ...

  • Stellar Health

    Provider Success Associate

    4 weeks ago

    Stellar Health New York, United States Full time

    About Stellar Health: · Historically, US Healthcare has relied on a fee-for-service reimbursement system where providers are paid based on the quantity of patient visits and procedures, rather than the quality of health outcomes. · At Stellar Health, we help primary care provid ...

  • Foursquare

    Customer Success Associate

    4 weeks ago

    Foursquare New York, United States

    About Foursquare · Foursquare is the leading independent location technology and data cloud platform dedicated to building meaningful bridges between digital spaces and physical places. Foursquare's flexible building blocks include technology to maximize marketing impact and dr ...