Advisor Services Associate

Bachelor’s degree in economics, finance, or a related discipline
4+ years of client service or investor relations experience at a fund or financial services firm
Strong client service orientation with the ability to manage multiple competing priorities
Strong understanding of alternative investments and the wealth management ecosystem
Advanced working knowledge of Microsoft Office and CRM programs
Exemplary verbal written, and interpersonal communication skills
FINRA Registrations Series 7, 63 preferred or required within 6 months of hire

Drive successful client outcomes by assisting new and existing clients through active communication by processing client requests, and providing guidance throughout the transaction process (Pre-Trade, Trade, and Post Trade)
Serve as the main point of contact to clients to facilitate trades throughout the transaction process by supporting clients with subscription documents, transfers, capital calls, AML/KYC, redemptions, managing fund closings, and attending to other ad hoc requests
Become a subject matter expert of the CAIS platform and lead demos for new clients to help them understand the mechanics of the platform
Liaise with clients on the user experience of the CAIS platform and partner with the Technology team to enhance the client experience
Create and execute new processes to further automate client workflows and ensure a seamless client experience
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
Additional responsibilities will be determined based on capacity, skill, and interest