MerQube

MerQube

Client Services Associate

New York, United States · Mid

Sponsorship not specified$100k-$120kDetected 6 days ago
RESTSalesforceCRMSalesAccount ManagementPipeline ManagementLeadershipCommunicationCollaborationOrganizational Skills

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odds of building a lasting career here

47Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level II)66
Fits your clock70

Sponsors, but it's cap-subject — you still face the weighted lottery (~30% per draw at Level II). Good if you win; have a cap-exempt backup on your list.

Lottery odds assume a STEM candidate.

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About the role

  • MerQube is a technology-driven index provider specializing in the design, calculation, and administration of innovative indices used across a range of financial products and investment strategies. As we continue to grow our global client base, we are looking for a client-focused individual to join our Client Services team in either New York or London.
  • This role offers broad exposure to our clients, products, and internal teams and is an opportunity to develop into a client-facing account management role within a growing financial technology firm.

Responsibilities

  • The Client Services Associate will support and increasingly take ownership of client relationships throughout their lifecycle with MerQube.
  • You will work directly with clients and partner closely with Sales, Legal, Index Production, Product, Finance, and other internal teams to manage contracting, onboarding, launches, reporting, and ongoing client needs.
  • You will also maintain visibility into the sales pipeline, helping ensure prospective opportunities are accurately tracked and that the Client Services team is prepared for upcoming client and project activity.
  • Build relationships with client contacts and serve as an increasingly independent point of contact for day-to-day client needs.
  • Maintain visibility across ongoing client activity, proactively following up on open items, upcoming launches, contractual requirements, and other deliverables.
  • Manage client onboarding and coordinate the process from initial commercial agreement through contracting, implementation, and launch.
  • Maintain accurate and timely client, contract, contact, project, and relationship information in Salesforce, ensuring key information is documented and accessible to relevant internal teams.
  • Leverage AI and other technology responsibly to analyze information, identify actionable insights, develop dashboards and reporting, and create more efficient ways of managing and understanding our client relationships.
  • Work closely with Sales to maintain visibility into the sales pipeline and ensure opportunities, next steps, and key information are accurately captured and kept current in Salesforce.
  • Provide sales operations support as needed, including pipeline reporting, data management, and coordination of information across teams.

Requirements

  • Bachelor's degree, preferably in finance, economics, business, or a related field.
  • 2-4 years of experience in client services, account management, financial services, indexing, asset management, management consulting, or a related field.
  • You will develop a strong understanding of your clients, their businesses, the projects they are working on, and how they use MerQube's indices and services.
  • Strong interest in financial markets and a desire to develop a deeper understanding of indices and index-linked products.
  • Familiarity with ETFs and other financial products that use, reference, or track indices strongly preferred
  • exposure to structured products, derivatives, asset management, or index licensing is a plus.
  • Strong client-facing communication skills, both verbal and written, with the confidence to interact professionally with a range of stakeholders.
  • Highly organized and detail-oriented, with the ability to manage multiple clients, projects, contracts, and deadlines simultaneously.
  • Solutions-oriented and proactive, with the ability to identify issues, coordinate across teams, and drive matters toward resolution.
  • Comfortable working independently within a fast-paced, collaborative, global organization.
  • Experience with Salesforce or another CRM platform strongly preferred.
  • Our Commitment:
  • At MerQube, we foster a collaborative, fast-moving environment where team members can grow and expand their technical, financial, and leadership skills. We prioritize wellness, work-life balance, and offer flexible working arrangements. We celebrate diversity and welcome team members from all backgrounds, encouraging continuous learning and career growth while playing a key role in transforming the financial industry.

Nice to have

  • Develop a strong understanding of assigned clients, their businesses, key stakeholders, current projects, and use of MerQube indices and services.
  • Coordinate internally to ensure client questions and issues are addressed accurately and efficiently.
  • Identify potential relationship risks, additional client needs, or opportunities for expanded engagement and communicate these to the appropriate internal teams.
  • Over time, take broader ownership of assigned client relationships and help ensure clients receive a consistent, high-quality experience across MerQube.
  • Develop a clear understanding of each project, including the product being launched, the role of the index, relevant counterparties, required services, and key commercial and contractual terms.
  • Draft contracts using established templates and coordinate reviews with Sales, Legal, and other stakeholders.
  • Work directly with clients to move contracts and onboarding requirements through completion, proactively identifying and resolving issues that could delay contracting, onboarding, or launch.
  • Track project milestones and ensure key information and requirements are communicated effectively across internal teams.

Skills

  • Contribute to improvements in Client Services processes, reporting, tools, and controls as the business continues to scale.

Compensation

  • In accordance with New York's pay transparency law, the annual base salary range for this position is $100,000-$120,000.

Benefits

  • Benefits that actually have your back: top-tier medical, dental, vision, and more
  • Your wellbeing, prioritized: real investment in health, wellness, and work-life balance
  • Time to recharge: generous PTO, holidays, and sick time, because rest fuels great work
  • This range reflects base salary only and does not include bonus, equity, or benefits.
  • Work where you work best: flexible arrangements, including hybrid options
  • flexible arrangements, including hybrid options

Company info

  • As we continue to grow our global client base, we are looking for a client-focused individual to join our Client Services team in either New York or London.
  • Our Commitment: At MerQube, we foster a collaborative, fast-moving environment where team members can grow and expand their technical, financial, and leadership skills.
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This listing is sourced directly from MerQube's careers page and normalized into a canonical job model.