Client Service-All Levels

Summary

Join CAIS, a pioneer in alternative investment access and education, and become part of our growing Client Service team. We are seeking highly motivated and personable professionals with a passion for delivering exceptional client service. Successful candidates will thrive in a fast-paced environment, demonstrating strong attention to detail and an entrepreneurial mindset. Responsibilities include acting as the primary client contact, supporting transactions, managing client relationships, and becoming a platform expert. Opportunities exist for professionals at all experience levels, offering a chance to contribute to a high-growth organization and advance your career within a transformative wealth management company. We offer a competitive compensation package and exceptional benefits.

Requirements

• 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

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

Preferred Qualifications

FINRA Series 7 and 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
• Generous PTO and parental leave
• A flexible, hybrid in-office model