Client Service Associate

Summary

Join CAIS, a pioneer in alternative investment access and education, as a Client Service Associate. You will provide white-glove service to a rapidly growing client base, acting as the primary point of contact for various transaction processes. Responsibilities include processing client requests, guiding clients through the platform, and collaborating with internal teams. The ideal candidate possesses 4+ years of client service experience in the financial services industry, a strong understanding of alternative investments, and excellent communication skills. A bachelor's degree in a related field is required, and FINRA Series 7 and 63 registrations are preferred. CAIS offers a competitive salary, performance bonus, and exceptional benefits, including comprehensive healthcare, a retirement plan, wellness programs, flexible PTO, and generous parental leave.

Requirements

• 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

Responsibilities

• 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

Preferred Qualifications

FINRA Registrations Series 7, 63 preferred or required within 6 months of hire

Benefits

• Generously subsidized healthcare with 100% employer paid dental and vision insurance
• An employer matched retirement plan
• Wellness programs
• Flexible PTO and generous parental leave
• A market competitive salary
• A performance bonus
• Hybrid in-office model