Client Service – All Levels

Position Overview

• Location Type: Not specified
• Job Type: Not specified
• Salary: Not specified

CAIS is a pioneer in democratizing access to and education about alternative investments for independent financial advisors. We empower advisors to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS offers financial advisors a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. We also deliver industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.

We are seeking talented individuals for future opportunities on our Client Service team. If you are a highly motivated and personable Client Service professional looking to join our growing team, we encourage you to reach out. We are always looking for collaborative team players who are passionate about delivering white glove service, solving problems, and helping our clients succeed, whether you are early in your career or bring years of client service experience.

Successful candidates will thrive in a fast-paced, dynamic environment, demonstrate a strong attention to detail, and embrace an entrepreneurial mindset. This is a fantastic opportunity for professionals at any level to contribute to a high-growth organization, drive client satisfaction, and grow alongside a company transforming the wealth management ecosystem.

Responsibilities

• Deliver Exceptional Service: Act as the first point of contact for our clients, guiding them through pre-trade, trade, and post-trade processes, including onboarding, subscriptions, redemptions, capital calls, and other transactions.
• Transaction Support: Assist clients by processing service requests, reviewing documentation, addressing inquiries, and ensuring operational excellence throughout the investment lifecycle.
• Client Relationship Management: Develop and maintain trusted relationships with new and existing clients by providing proactive, thoughtful support and tailored guidance.
• Platform Expertise: Become a subject matter expert on the CAIS platform. Conduct demos and educate clients on functionality, usage best practices, and operational workflows.
• Cross-Functional Collaboration: Work closely with internal teams—including Sales, Legal, Compliance, Finance, Operations, and Technology—to coordinate responses to client needs and help streamline internal processes.
• Process Improvement: Identify opportunities to enhance the client experience by building and executing scalable, automated workflows that reduce friction and improve service delivery.
• Feedback Loop: Provide client feedback to internal stakeholders to help refine the user experience and product roadmap.

Ideal Candidate Profile

We’re hiring for multiple experience levels, and while specific requirements may vary by role level, strong candidates will possess the following attributes:

• Bachelor’s degree in finance, economics, business, or a related field.
• Demonstrated success in client service, investor relations, operations, or wealth/asset management.
  • Associate level: 1–3 years of relevant experience
  • Mid-level: 3–5 years
  • Senior level: 5+ years, ideally including leadership or escalation support responsibilities
• Deep understanding of alternative investments and the broader wealth management landscape.
• Exceptional interpersonal, verbal, and written communication skills.
• Comfort navigating CRM tools and platforms (e.g., Salesforce), and proficiency in Microsoft Office Suite.
• FINRA Series 7 and 63 preferred or required within 6 months of hire.

Company Information

CAIS is consistently recognized as a Best Place to Work, and our culture is at the heart of our success.