# Client Success Associate at Ethic

- Company: Ethic
- What the company does: Customized, tax-smart, and values-aligned investing for advisors and institutions. Learn more about Ethic today. Backed by 500 Global.
- Company website: https://www.ethic.com
- Type: Startups
- Level: Associate
- Location: New York, NY
- Work setup: On-site
- Pay: $95K to $105K base salary per year (USD)
- Posted: 2026-08-24
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/ethic/jobs/7963653003
- Page: https://www.1752.vc/careers/jobs/ethic-client-success-associate/

## 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

Tags: Growth