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Client Success Associate — Onsite NYC; Institutional

Job in New York, New York County, New York, 10261, USA
Listing for: Ethic
Full Time position
Listed on 2026-08-30
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Management, Client Relationship Management
Salary/Wage Range or Industry Benchmark: 95000 - 105000 USD Yearly USD 95000.00 105000.00 YEAR
Job Description & How to Apply Below
Position: Client Success Associate — Onsite NYC (Institutional)
Location: New York

Ethic is seeking a Client Success Associate in New York, NY, to support the growth of our client base. This role focuses on onboarding firms and advisors, daily client outreach, and driving platform adoption.

You will partner with Relationship Managers to execute onboarding and enhance efficiency. Daily tasks include email support, proposal and trading workflow management, and capturing client insights to improve the experience.

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Position Requirements
10+ Years work experience
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