Client Success Associate, Ethic
$75-90k
+ Stock options + Variable compensation
More information about location
3+ days a week in office (Manhattan, NY)
Sustainable asset manager
Job no longer available
Sustainable asset manager
101-200 employees
Job no longer available
$75-90k
+ Stock options + Variable compensation
More information about location
3+ days a week in office (Manhattan, NY)
101-200 employees
Company mission
To create personalized sustainability solutions to help investors transition money toward companies that treat people and the planet with respect.
Role
Who you are
- At least 3+ 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 preferred but not required
- 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
- 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
- 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 the job involves
- 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
Application process
- If you are interested in applying for this role, please submit both a resume and a cover letter below
Our take
Ethic is capitalising on two major trends: the democratisation of the financial system through FinTechs, and the growing awareness among investors about the social impact and costs of where they are putting their money.
Ethic help investors to understand and define their values, gain transparency into their current portfolio, and engage with the real-world impact their investments are having. This makes it easier to ensure their investments match with their personal ethics while still yielding solid returns.
Although the company faces competition in the ethical investing space from the likes of Algbra, Ethic's product stands out with its user-friendly design. The company has attracted significant investment and is smartly poised to weather any changes in investor appetite in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Company
Company benefits
- Medical, dental & vision insurance – premiums 100% covered by Ethic
- 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 HQ
Tribeca, New York, NY
Leadership
Jay Lipman
(Co-Founder)Graduated in Economics and Politics from Edinburgh and UCLA.
Johnny Mair
(Co-Founder)Previously held Product Manager positions at Imagebrief and Sapient. Also co-founded Collector's Edition. Further, previously worked at J.P Morgan and Deutsche Bank.
Doug Scott
(Co-Founder & CEO)Worked in M&A Investment Banking at Deutsche Bank from 2010 to 2014 before founding Ethic.
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