[Remote] Client Service – All Levels at CAIS

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset Management, Wealth ManagementIndustries

Skills

Key technologies and capabilities for this role

Client ServiceCustomer SupportFinancial TransactionsOnboardingTrade SupportProblem-SolvingAttention to DetailCommunicationTeam Collaboration

Questions & Answers

Common questions about this position

What is the salary for the Client Service positions?

This information is not specified in the job description.

Is this a remote position or is there an office requirement?

This information is not specified in the job description.

What skills are most important for success in this Client Service role?

Key skills include being highly motivated and personable, collaborative, passionate about delivering white glove service, problem-solving, strong attention to detail, and an entrepreneurial mindset.

What is the company culture like at CAIS?

CAIS fosters a fast-paced, dynamic environment that values collaborative team players, white glove service, problem-solving, and an entrepreneurial mindset in a high-growth organization.

What makes a strong candidate for the Client Service team?

Strong candidates are highly motivated, personable professionals at any career level who excel in client service, thrive in fast-paced environments, pay strong attention to detail, and have an entrepreneurial mindset.

CAIS

Platform for accessing alternative investments

About CAIS

CAIS provides a platform that simplifies access to alternative investments for financial advisors and wealth managers. This platform allows users to invest in asset classes such as private equity, hedge funds, real estate, and distressed debt, which are not typically included in traditional investment categories like stocks and bonds. CAIS's platform features a variety of investment options, a streamlined process for subscribing and reporting, and an educational tool called CAIS IQ that helps advisors understand the complexities of alternative investments. Unlike its competitors, CAIS emphasizes a thorough due diligence process to ensure that all funds on its platform meet high standards, which helps build trust with advisors and their clients. The goal of CAIS is to transform the investment experience for independent wealth managers and financial advisors, making it easier for them to diversify their clients' portfolios and improve investment outcomes.

New York City, New YorkHeadquarters

2009Year Founded

$384.2MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Parental Leave

Hybrid Work Options

Risks

Increased competition from fintech platforms may erode CAIS's market share.

Potential regulatory scrutiny could increase compliance costs for CAIS.

Economic downturns may reduce investor appetite for alternative investments, impacting revenue.

Differentiation

CAIS offers a comprehensive platform for alternative investments, streamlining advisor access.

The platform integrates due diligence by Mercer, ensuring high standards for investment options.

CAIS IQ provides personalized learning, enhancing advisors' understanding of complex investments.

Upsides

Partnership with Blackstone expands CAIS's offerings with top-tier investment strategies.

Integration with Orion broadens CAIS's reach to a wider advisor base.

Launch of Compass tool enhances advisors' asset allocation capabilities on the platform.

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