Client Services Associate (Fintech)
New York, NY (Hybrid, minimum of 3 days per week in the local office)
Industry: Financial Technology (Fintech)
Compensation: Base salary of $90,000$130,000, depending on experience, plus stock options
About the Role
Our client is a growing technology-driven fintech servicing institutional clients seeking an experienced Client Services Associate (CSA) that will support and increasingly take ownership of client relationships throughout their lifecycle, partnering closely with Sales, Legal, Index Production, Product, and Finance on contracting, onboarding, launches, and reporting. This role is ideal for someone who enjoys combining relationship management with execution, and it offers a clear path into client-facing account management within a growing global firm.
Key Responsibilities
Serve as an increasingly independent day-to-day point of contact for assigned client accounts
Build deep knowledge of clients' businesses, stakeholders, projects, and use of the firm's indices
Manage client onboarding from commercial agreement through contracting, implementation, and launch
Draft contracts from established templates and coordinate reviews with Sales, Legal, and other stakeholders
Track project milestones, launches, and deliverables, resolving issues that could delay contracting or launch
Identify relationship risks, additional client needs, and opportunities for expanded engagement
Maintain accurate client, contract, project, and pipeline information in Salesforce
Provide sales operations support, including pipeline reporting, data management, and cross-team coordination
Use AI and other technology to analyze information, build dashboards, develop reports, and generate actionable insights
Contribute to improvements in Client Services processes, reporting, tools, and controls as the business scales
Qualifications
Bachelor's degree, preferably in finance, economics, business, or a related field
2 to 4 years of experience in client services or account management within the financial services industry, working with institutional clients
Strong interest in financial markets and a desire to deepen knowledge of indices and index-linked products
Familiarity with ETFs strongly preferred
Exposure to structured products, derivatives, or index licensing is a plus
Salesforce or other CRM experience
Experience managing client onboarding from commercial agreement through contracting, implementation, and launch is a plus
Experience reviewing and drafting contracts from established templates
Experience tracking project milestones, launches, and deliverables and resolving issues that could delay contracting or launch is a plus
Strong verbal and written client-facing communication skills across a range of stakeholders
Highly organized, detail-oriented, proactive, and resourceful, with the ability to work independently in a fast-paced global team and adapt to shifting priorities
Experience within a smaller, fast-growing company and a global team is a plus
What Our Client Offers
Broad exposure to clients, products, and internal teams across the firm
Opportunity to grow with a financial technology firm expanding its global client base
Competitive base salary and equity participation
Hybrid work schedule (3 days in the office) with a strong emphasis on work-life balance
Generous PTO
Competitive health benefits
401(k) with an employer match
Collaborative, entrepreneurial environment alongside passionate and talented colleagues
Cross-functional global environment spanning New York and London
Strong and supportive leadership team
Clear path for long-term growth