Client Success Associate
Core
Support client base growth by managing onboarding, daily trading workflows, and platform adoption for institutional clients and advisors.
Role type
Associate Client Success Associate (Independent Contributor)
Builds
Client portfolios and trading workflows for institutional clients and advisors
Domain
Financial services / Sustainable investing
Required skills
Client onboarding, trading workflow management, email support, portfolio implementation, stakeholder communication, process improvement, time-sensitive outreach, problem-solving
Preferred skills
Financial services experience, institutional client experience (RIAs, Family Offices, Custodians), equity SMAs knowledge, custodial working model, sustainable finance, portfolio management
Technologies
Internal Ethic systems, trading platforms
Responsibilities
Manage client pipeline and facilitate portfolio proposal requests, execute firm and advisor operational onboarding, provide prompt email support for inquiries and troubleshooting, capture client insights to improve efficiencies, contribute to client success process innovation
Seniority
Associate, building toward independent coverage