Client Insights Associate

Ellevest, NYC

Redefining Investing for Women

About This Position

We are looking for a team member to join our Client Experience team and generate Client Insights. This individual will be responsible for analyzing client feedback and trends to better understand our clients and guide business decisions. Candidates must be well-versed in utilizing Excel for reporting and analysis- GoodData, Tableau, and SQL are pluses. This individual will also be responsible for building internal tools to help the team better support our clients. This includes creating support and workflow automations within Zendesk and leveraging self service features. A successful candidate has the ability to identify trends and areas for improvement, the ability to communicate suggestions, and the skills to execute them. This position reports to the Director of Client Experience.


You will:

  • Serve as the Voice of the Client across internal teams
  • Analyze data to compile explicit and implicit client feedback
  • Create reports and tangible action items based on thorough client analysis
  • Develop internal resources that empower the team to best support clients
  • Effectively solve client inquiries in a timely manner via multiple channels (email, chat, phone, etc.)
  • Identify opportunities for growth and improvement within the team


You have:

  • Bachelor’s degree required
  • 3-5 years of relevant professional experience with process improvement and analytics
  • Advanced knowledge of reporting, analytics, and data visualization tools
  • Tenacious problem-solving mindset with strong follow-through and ownership
  • True team mentality committed to learning from and teaching others
  • Demonstrated ability to establish and improve upon processes
  • Passion for our women-oriented mission!

About Ellevest

Ellevest is a transformative technology company created to help women achieve their financial potential. Ellevest helps women take control of their financial futures through investing, with a beautifully designed digital platform backed by an incredibly smart algorithm. Ellevest was co-founded by Wall Street veteran Sallie Krawcheck, chair of the Ellevate Network, previously CEO of Smith Barney and Merrill Lynch Wealth Management, formerly CFO of Citi, and author of “Own It: The Power of Women at Work.” Ellevest has raised over $19MM from investors like Khosla Ventures, Morningstar, and Venus Williams.

Ellevest has flipped the traditional approach to investing with a real-life, goal-based approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, and retiring well, among others. Ellevest is unique in taking into account a woman’s longer lifespan and different salary curve, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. Ellevest’s unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors.

Working at Ellevest

Ellevest is a leading tech company in New York City, with a thriving team across our engineering, product, marketing, client experience, investments, and operations organizations. We place a major emphasis on building a team and working environment where individuals can succeed professionally and personally. As a team member at Ellevest, you can expect to make a difference through your work, to have a direct impact on the achievement of a very meaningful mission, to significantly advance your career trajectory, and to have room for fun and fulfillment in your daily life. We know that achieving a mission as critical as ours requires incredible talent and teamwork, and team is the most important thing to us.

In 2017, CNBC listed Ellevest as one of their Top 25 Most Promising Startups on a path to becoming tomorrow’s household names. We were also named one of Entrepreneur Magazine’s 100 Brilliant Ideas. We are working every day to make becoming a household name a reality, and create a brand and a service that fosters female financial independence.

Some Benefits of Working at Ellevest

  • Flexible Schedule
  • Unlimited Vacation
  • Beautiful Office in Flatiron
  • Health, vision, and dental insurance
  • Parental leave policy
  • Retirement savings plan (401k)

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Note: Instead of a cover letter, we ask you to answer the three questions at the bottom of this application.

About Ellevest

Dream Big. Invest Smart.

We’re redefining investing for women, and you’re so invited. 

Want to learn more about Ellevest? Visit https://www.ellevest.com/