About the company
CAIS is the pioneer in democratizing access to and education about alternative investments and structured investment solutions 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 access to a broad range of alternative investment strategies, including structured investments, hedge funds, private equity, private credit, real estate, and digital assets. CAIS also delivers industry-leading technology, operational efficiency, and world-class client service throughout the pre-trade, trade, and post-trade experience. CAIS supports over 50,000 advisors who oversee more than $6 trillion in network assets.
Job Summary
Responsibilities:
šDrive 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)
šServe 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
šBecome a subject matter expert of the CAIS platform and lead demos for new clients to help them understand the mechanics of the platform
šLiaise with clients on the user experience of the CAIS platform and partner with the Technology team to enhance the client experience
šCreate and execute new processes to further automate client workflows and ensure a seamless client experience
šCollaborate 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
šAdditional responsibilities will be determined based on capacity, skill, and interest
Qualifications:
šBachelorās degree in economics, finance, or a related discipline
š4+ years of client service or investor relations experience at a fund or financial services firm
šStrong client service orientation with the ability to manage multiple competing priorities
šStrong understanding of alternative investments and the wealth management ecosystem
šAdvanced working knowledge of Microsoft Office and CRM programs
šExemplary verbal written, and interpersonal communication skills
šFINRA Registrations Series 7, 63 preferred or required within 6 months of hire
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