Client Service Associate

Remote

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Asset ManagementIndustries

Requirements

Candidates should possess a Bachelor’s degree in economics, finance, or a related discipline, along with 4+ years of client service or investor relations experience at a fund or financial services firm, strong client service orientation, and a strong understanding of alternative investments and the wealth management ecosystem. Advanced working knowledge of Microsoft Office and CRM programs is required, and FINRA Registrations Series 7, 63 are preferred or required within 6 months of hire.

Responsibilities

The Client Service Associate will drive successful client outcomes by assisting new and existing clients through active communication, processing client requests, and providing guidance throughout the transaction process (Pre-Trade, Trade, and Post Trade). They will serve as the main point of contact to clients to facilitate trades, supporting clients with subscription documents, transfers, capital calls, AML/KYC, redemptions, managing fund closings, and attending to other ad hoc requests. The Client Service Associate will become a subject matter expert of the CAIS platform and lead demos for new clients, liaise with clients on the user experience of the CAIS platform, partner with the Technology team to enhance the client experience, create and execute new processes to further automate client workflows, and collaborate cross functionally with various teams at CAIS spanning Legal, Finance, Sales, Operations, and Technology to appropriately respond to inbound requests and questions, and streamline and improve existing processes.

Skills

Client Service

Relationship Building

Communication

Attention to Detail

Financial Transactions

AML/KYC

Trade Support

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