Summary

We are seeking a driven, forward-thinking Advisor Services Analyst/Associate to join our growing Client Service team in New York City. This role is designed for someone who believes exceptional service is built through 

. You will work directly with advisors while also helping transform recurring client needs into scalable, automated workflows that reduce manual effort and improve consistency. 

This is not a purely reactive service role. You will be expected to think like an operator—identifying friction, designing better processes, and partnering with Product and Technology to continuously shape and evolve how exceptional service is delivered at scale. 

Responsibilities: 

Client Service & Advisory Support 

1. Serve as a primary point of contact for financial advisors and their teams, supporting transactions across the alternative investment lifecycle, including subscriptions, transfers, capital calls, AML/KYC, redemptions, fund closings, and other complex service needs.
2. Guide advisors through the CAIS platform with clarity and confidence, with a goal of empowering client autonomy.
3. Build trusted relationships by developing a strong understanding of advisor workflows, business models, and operational challenges.
4. Act as a subject matter expert on CAIS offerings and platform functionality, including leading demos and participating in onboarding sessions.
5. Collaborate with internal teams (Legal, Finance, Sales, Operations, and Technology) to resolve client needs efficiently and improve end-to-end workflows. 

Operations, Automation & Scale 

1. Develop a strong understanding of end-to-end service workflows and systems.
2. Identify patterns in inbound service activity and translate recurring client needs and friction points into scalable, system-driven workflows-- leveraging automation, self-service, and CRM platforms (e.g., Salesforce Service Cloud) to improve turnaround times.
3. Partner closely with Product, Technology, and Operations teams to design, test, refine and deploy new workflow automations, rules-based processes, and emerging agentic solutions.
4. Provide structured feedback and requirements to internal teams based on real client usage, service data, and operational insights.  
5. Create and maintain clear process documentation, service playbooks, and decision trees to support team consistency and scalability. 

Qualifications: 

1. Bachelor’s degree in finance, business, economics, operations, technology, or a related field.
2. 1-4+ years of experience in a client facing role (client service, client operations, investor relations), or support roles within fintech, financial services, or tech-enabled service organizations.
3. Prior experience within Financial Services required; wealth management and/or alternative investments a plus
4. Strong client-facing written and verbal communication skills – you're clear, confident, and comfortable engaging with Advisors and internal partners. 
5. Curious and proactive mindset with demonstrated experience learning quickly in a fast-paced environment 
6. Systems-oriented thinker with the ability to identify patterns, bottlenecks, and root causes – and proactively translate ideas for improving efficiency and consistency into clear operational or technical requirements. 
7. Hands-on experience with CRM and service platforms (Salesforce Service Cloud preferred); experience supporting or designing workflows, queues, routing logic, and automation rules a plus.
8. Experience operating in product- or platform-driven environments where service delivery relies on systems, data, and well-defined processes rather than ad hoc manual work.
9. Familiarity with or strong willingness to learn automation concepts (rules-based workflows, low-code/no-code tools, APIs, or agentic workflows); hands-on experience preferred. 
10. FINRA Series 7 and 63 preferred or required within six months of hire. 

CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $70,000 - $110,000. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. 

Skills

• Analytical Thinking
• Communications Skills
• Team Collaboration