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Advisor Services Associate - Austin, TX - Remote

Posted 22 weeks ago
Customer Service
Full Time
USA
$95,000 - $135,000/year

Overview

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and transact with leading asset managers on a massive scale through a wide variety of alternative investment products and technology solutions. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity, private credit, real estate, digital assets, and structured notes. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience.

In Short

  • 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.

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

Benefits

  • Market competitive salary, performance bonus, and exceptional benefits.
  • Generously subsidized healthcare with 100% employer paid dental and vision insurance.
  • Employer matched retirement plan, wellness programs, and flexible PTO.
  • Generous parental leave and a hybrid in-office model.
CAIS logo

CAIS

CAIS is a pioneering firm dedicated to democratizing access to alternative investments and education for independent financial advisors. By providing a diverse range of alternative investment products and technology solutions, CAIS empowers over 50,000 advisors managing more than $6 trillion in assets to engage with leading asset managers effectively. The company emphasizes operational efficiency, exceptional client service, and a collaborative culture, making it a recognized Best Place to Work. CAIS is committed to fostering an inclusive environment that encourages innovation and growth.

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