Summary

We want to connect with talented individuals like you for future opportunities on our Client Service team! If you are a highly motivated and personable Client Service professional that wants to join our growing team, we encourage you to reach out. Whether you're early in your career or bring years of client service experience, we are always looking for collaborative team players who are passionate about delivering white glove service, solving problems, and helping our clients succeed.

Successful candidates will thrive in a fast-paced, dynamic environment, demonstrate a strong attention to detail, and embrace an entrepreneurial mindset. This is a fantastic opportunity for professionals at any level to contribute to a high-growth organization, drive client satisfaction, and grow alongside a company transforming the wealth management ecosystem.

Key Responsibilities

1. 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.
2. Transaction Support: Assist clients by processing service requests, reviewing documentation, addressing inquiries, and ensuring operational excellence throughout the investment lifecycle.
3. Client Relationship Management: Develop and maintain trusted relationships with new and existing clients by providing proactive, thoughtful support and tailored guidance.
4. Platform Expertise: Become a subject matter expert on the CAIS platform. Conduct demos and educate clients on functionality, usage best practices, and operational workflows.
5. 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.
6. Process Improvement: Identify opportunities to enhance the client experience by building and executing scalable, automated workflows that reduce friction and improve service delivery.
7. Feedback Loop: Provide client feedback to internal stakeholders to help refine the user experience and product roadmap.

Ideal Candidate Profile

We’re hiring for multiple experience levels, and while specific requirements may vary by role level, strong candidates will possess the following attributes:

1. Bachelor’s degree in finance, economics, business, or a related field
2. Demonstrated success in client service, investor relations, operations, or wealth/asset management
3. Associate level: 1–3 years of relevant experience
4. Mid-level: 3–5 years
5. Senior level: 5+ years, ideally including leadership or escalation support responsibilities
6. Deep understanding of alternative investments and the broader wealth management landscape
7. Exceptional interpersonal, verbal, and written communication skills
8. Comfort navigating CRM tools and platforms (e.g., Salesforce), and proficiency in Microsoft Office Suite
9. FINRA Series 7 and 63 preferred or required within 6 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 $80,000 - $175,000. 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

• Business Relation
• Communications Skills
• Team Collaboration