Customized, tax-smart, and values-aligned investing for advisors and institutions. Learn more about Ethic today. Backed by 500 Global.
About the role
Ethic is looking for a Client Success Associate 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 portfolios to Ethic's clients.
What they're looking for
- 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
More about this role
Client Success Associate
Ethic is looking for a Client Success Associate 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 portfolios to Ethic's clients.
This role is an independent contributor focused on daily Client Success tasks, including firm and advisor onboarding, ongoing email support, proposal and trading workflows, and driving platform adoption. More specifically you will:
- 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...
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